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Axis Long Duration Fund - Direct Plan - Quarterly IDCW

Axis · Long Duration
Moderate
₹1194.98
Current NAV
26 Oct 2026
-1.4%
1Y Return
4.5%
3Y CAGR
14.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.54%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Very large asset base (AUM: ₹18,790 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
1.24
Sharpe Ratio
1.44
Beta
-2.76
Alpha
1.54
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹18790 Cr
Expense Ratio 0.54%
Min SIP ₹500
Min Lumpsum ₹1000
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