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Axis Long Duration Fund - Direct Plan - Monthly IDCW

Axis · Long Duration
Moderate
₹1023.91
Current NAV
25 Jun 2026
29.1%
1Y Return
21.1%
3Y CAGR
19.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.71
Sharpe Ratio
0.71
Beta
-2.29
Alpha
1.90
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹7260 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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