- Mutual Funds
- Axis Mutual Fund
- Axis Long Duration Fund (Growth)
Axis Long Duration Fund (Growth)
₹ 1116.2064
NAV (May 08)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1116.2064
NAV (May 8)
Fund Returns
Last 1Y | 6.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.4% |
6 Month CAGR | 5.3% |
Scheme Information
To generate optimal returns consistent with moderate levels of risk. This income may be complemented by capital appreciation of the portfolio. Accordingly,investments shall predominantly be made in Debt & Money Market Instruments. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 0.69 |
Launched (2y ago) | Dec 27, 2022 |
AUM in Crores | 249.293 |
ISIN | INF846K015L0 |
Lock-in | No Lock-in |
Benchmark | NIFTY Long Duration Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.16 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Long Duration Fund (Growth) | 8,50,655 | 1,18,043 | 6.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.36% govt stock 2052
70%7.25% govt stock 2063
25.9%net receivables / (payables)
1.5%clearing corporation of india ltd
1.5%7.3% govt stock 2053
1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,314 cr | ||
₹ 4,963 cr | ||
₹ 48,877 cr | ||
₹ 14,469 cr | ||
₹ 14,796 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.9% | ||
5.6% | 7% | ||
5.7% | 7% | ||
5.8% | 8% | ||
- | 5% |
Axis Long Duration Fund (G) Review
Axis Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of 8.4% over a period of 1 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Hardik Shah.
Nav of Axis Long Duration Fund (G) as of 5/8/2024 is ₹1116.21 with the total AUM as of 5/9/2024 is ₹249.293. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Long Duration Fund (G) was launched on Dec 27, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Axis Long Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Long Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Long Duration Debt Index TR INR.
Axis Long Duration Fund (G) is rated as a 0 fund in Debt and delivered 6.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Long Duration Fund (G).
Frequently Asked Questions
What is Axis Long Duration Fund (G)?
How to invest in Axis Long Duration Fund (G)?
You can invest in Axis Long Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Long Duration Fund (G)?
The minimum sip amount for Axis Long Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Long Duration Fund (G) good to invest in?
As per Scripbox experts, Axis Long Duration Fund (G) is a Not Reviewed Yet fund. You can investAxis Long Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Long Duration Fund (G)?
The expense ratio of the Axis Long Duration Fund (G) is 0.69% for regular plan.