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Axis Long Duration Fund - Direct Plan - Growth

Axis · Long Duration
Moderate
₹1234.70
Current NAV
26 Oct 2026
-0.5%
1Y Return
5.4%
3Y CAGR
16.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.42%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Very large asset base (AUM: ₹11,970 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.42
Sharpe Ratio
0.72
Beta
-1.08
Alpha
1.59
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹11970 Cr
Expense Ratio 0.42%
Min SIP ₹500
Min Lumpsum ₹1000
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