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Axis Long Duration Fund - Regular Plan - Growth

Axis · Long Duration
Moderate
₹1253.13
Current NAV
25 Jun 2026
21.3%
1Y Return
20.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.13).
  • Very large asset base (AUM: ₹14,680 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
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
1.63
Sharpe Ratio
1.53
Beta
4.13
Alpha
2.17
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹14680 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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