Axis Long Duration Fund Regular Plan Growth

Risk: Moderate
₹ 1159.68
NAV (Jul 26,2024)

Axis Long Duration Fund - Regular Plan - Growth is a mutual fund scheme offered by Axis Mutual Fund. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of debt and money market instruments. With a minimum investment of ₹5000, this fund has an expense ratio of 0.71%. The lock-in period for the fund is 0 years. Established on December 27, 2022, this fund is suitable for investors looking to invest in the long term.

Axis Long Duration Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Long Duration Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.09
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.71%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 189.13 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,459.9 (4.60%)₹ 10,688.85 (6.89%)₹ 10,984.71 (9.85%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 31,379.7 (4.60%)₹ 32,066.55 (6.89%)₹ 32,954.13 (9.85%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 52,299.5 (4.60%)₹ 53,444.25 (6.89%)₹ 54,923.55 (9.85%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 83,679.2 (4.60%)₹ 85,510.8 (6.89%)₹ 87,877.68 (9.85%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,04,599 (4.60%)₹ 1,06,888.5 (6.89%)₹ 1,09,847.1 (9.85%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India80.60%
  • Clearing Corporation of India Ltd14.65%
  • Days Tbill MD2.61%
  • Net Receivables Payables2.09%
  • SBI Corporate Debt Market Development Fund CDMDF Class A0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

SBI Long Duration Fund - Regular Plan - GrowthSBI Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

14.73%

UTI Long Duration Fund - Regular Plan - GrowthUTI Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

14.38%

Nippon India Nivesh Lakshya Fund - GrowthNippon India Nivesh Lakshya Fund - Growth

DEBT

Moderate

13.99%

Aditya Birla Sun Life Long Duration Fund - Regular Plan - GrowthAditya Birla Sun Life Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

11.55%

ICICI Prudential Long Term Bond Fund - GrowthICICI Prudential Long Term Bond Fund - Growth

DEBT

Moderate

11.33%

HDFC Long Duration Debt Fund - Regular Plan - GrowthHDFC Long Duration Debt Fund - Regular Plan - Growth

DEBT

Moderate

10.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Long Duration Debt Fund - Regular Plan - GrowthHDFC Long Duration Debt Fund - Regular Plan - Growth

DEBT

Moderate

9.74%

SBI Long Duration Fund - Regular Plan - GrowthSBI Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

8.12%

Aditya Birla Sun Life Long Duration Fund - Regular Plan - GrowthAditya Birla Sun Life Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

8.05%

UTI Long Duration Fund - Regular Plan - GrowthUTI Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.59%

Nippon India Nivesh Lakshya Fund - GrowthNippon India Nivesh Lakshya Fund - Growth

DEBT

Moderate

7.31%

ICICI Prudential Long Term Bond Fund - GrowthICICI Prudential Long Term Bond Fund - Growth

DEBT

Moderate

6.82%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Nivesh Lakshya Fund - GrowthNippon India Nivesh Lakshya Fund - Growth

DEBT

Moderate

5.81%

ICICI Prudential Long Term Bond Fund - GrowthICICI Prudential Long Term Bond Fund - Growth

DEBT

Moderate

4.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Nivesh Lakshya Fund - GrowthNippon India Nivesh Lakshya Fund - Growth

DEBT

Moderate

7.09%

ICICI Prudential Long Term Bond Fund - GrowthICICI Prudential Long Term Bond Fund - Growth

DEBT

Moderate

6.02%

Show all Funds

Fund Managers

DS

Mr. Devang ShahFund Manager - Fixed Income

Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.

HS

Mr. Hardik ShahFund Manager - Fixed Income

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Compare with similar Funds

Axis Long Duration Fund - Regular Plan - Growth

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Nippon India Nivesh Lakshya Fund - Growth

Axis Long Duration Fund - Regular Plan - Growth

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UTI Long Duration Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

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ICICI Prudential Long Term Bond Fund - Growth

Axis Long Duration Fund - Regular Plan - Growth

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HDFC Long Duration Debt Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

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Kotak Long Duration Fund - Regular Plan - IDCW

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Bandhan Long Duration Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

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Aditya Birla Sun Life Long Duration Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

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SBI Long Duration Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Axis Long Duration Fund - Regular Plan - Growth?

The Axis Long Duration Fund - Regular Plan - Growth is a mutual fund that carries a moderate level of risk.

What is the current NAV (Net Asset Value) of the Axis Long Duration Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Axis Long Duration Fund - Regular Plan - Growth as of Jul 26,2024 is INR 1159.68.

What are the returns generated by the Axis Long Duration Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Axis Long Duration Fund - Regular Plan - Growth has generated impressive returns of 8.92% over 1 year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Axis Long Duration Fund - Regular Plan - Growth?

The Axis Long Duration Fund - Regular Plan - Growth has an expense ratio of 0.71%.

What is the minimum investment amount required for the Axis Long Duration Fund - Regular Plan - Growth?

The Axis Long Duration Fund - Regular Plan - Growth has a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the Axis Long Duration Fund - Regular Plan - Growth?

SIP for Axis Long Duration Fund - Regular Plan - Growth is offered with a minimum monthly investment of INR 5000.

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