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  • Axis Mutual Fund
  • Axis Long Duration Fund (Growth)
Axis Mutual Fund

Axis Long Duration Fund (Growth)

DebtLong Duration

1011.6394

NAV (Feb 01)

0.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1011.6394

NAV (Feb 1)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

0.8%

6 Month CAGR

NA

Scheme Information

Investment Objective

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

0.75

Launched (1y ago)

Dec 27, 2022

AUM in Crores

31.783

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

7.37

Fund Managers

Hardik Shah

Fund Manager

Kaustubh Sule

Fund Manager

Devang Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Long Duration Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-02-01

Top Debt Holdings

7.36% govt stock 2052

78.7%
78.7%

clearing corporation of india ltd

18.8%
18.8%

net receivables / (payables)

2.5%
2.5%
See all holdings

Compare Axis Long Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 249,932 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.9%

    4.2%

    7%

    5.6%

    7.5%

    5.9%

    7%

    6.3%

    8%

    Axis Long Duration Fund (G) Review

    Axis Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of 0.8% over a period of 0 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Hardik Shah, Kaustubh Sule.

    Nav of Axis Long Duration Fund (G) as of 2/1/2023 is ₹1011.64 with the total AUM as of 2/2/2023 is ₹31.783. 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 null% 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)?

    Axis Long Duration Fund (G) is a Long Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    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 0.75% for regular plan.