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Axis Long Duration Fund - Regular Plan - Annual IDCW

Axis · Long Duration
Moderate
₹1203.35
Current NAV
26 Oct 2026
-1.1%
1Y Return
4.8%
3Y CAGR
14.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.34).
  • Very large asset base (AUM: ₹12,390 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
  • 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
1.34
Sharpe Ratio
0.94
Beta
0.34
Alpha
1.80
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹12390 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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