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Axis Long Duration Fund - Regular Plan - Monthly IDCW

Axis · Long Duration
Moderate
₹988.87
Current NAV
26 Oct 2026
-3.2%
1Y Return
-0.1%
3Y CAGR
11.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Very large asset base (AUM: ₹10,680 Cr) indicating high investor trust and liquidity.
  • 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
1.63
Sharpe Ratio
1.53
Beta
-1.87
Alpha
2.17
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹10680 Cr
Expense Ratio 1.13%
Min SIP ₹500
Min Lumpsum ₹1000
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