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Axis Long Duration Fund - Regular Plan - Quarterly IDCW

Axis · Long Duration
Moderate
₹1217.26
Current NAV
25 Jun 2026
10.1%
1Y Return
22.1%
3Y CAGR
11.1%
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: 1.81).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.01%) 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
1.81
Sharpe Ratio
0.81
Beta
-0.19
Alpha
2.19
Sortino
Fund Details
Fund House Axis
Category Long Duration
AUM ₹9360 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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