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Axis Long Duration Fund - Regular Plan - Daily IDCW

Axis · Long Duration
Moderate
₹968.00
Current NAV
26 Oct 2026
-3.1%
1Y Return
-0.9%
3Y CAGR
15.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.87).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
1.87
Sharpe Ratio
1.17
Beta
1.37
Alpha
2.37
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹4420 Cr
Expense Ratio 1.17%
Min SIP ₹500
Min Lumpsum ₹1000
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