Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.81%
1 Month-3.27%
3 Months-2.73%
6 Months-2.28%
1 Year-2.90%
3 Years (CAGR)+5.10%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2022)+5.43%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-4.54%
3 Year SIP+2.62%
5 Year SIP—
Since Inception (Dec 2022)+3.03%
Fund Details
Fund HouseAxis Mutual Fund
CategoryLong Duration
Plan Typeregular
Optiongrowth
AUM₹255 Cr
Expense Ratio0.76%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date30 Dec 2022
AMFI Code151178
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Long Duration Fund - Regular Plan - Growth by Axis Mutual Fund is a Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Long Duration category.
About This Fund
Axis Long Duration Fund - Regular Plan - Growth is a Long Duration mutual fund offered by Axis Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹255 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.76%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations