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Axis Long Duration Fund Direct Growth

Debt Long Duration
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Overview

Axis Long Duration Fund Direct Growth

Axis Mutual Fund

The scheme seeks to 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.

Investments in Axis Long Duration Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 1259.2218

Fund Size (AUM)

₹392.46 Cr

Risk

Moderate (Risk rating: 3/10)

Minimum Investment

Lumpsum: ₹ 5000

SIP: ₹1000

Launch Date

27-Dec-2022

Expense Ratio

0.32%

Exit Load

Nil

Benchmark

NIFTY Long Duration Debt Index A-III

Standard Deviation

N/A

History

Performance & Ratios

1-Year SIP Return

11.59%

3-Year SIP Return

N/A

5-Year SIP Return

N/A

Mean Return

N/A

Alpha

-

Beta

-

Sharpe Ratio

-

Sortino Ratio

-

Information Ratio

-

Returns
1Y 3Y 5Y All Time
Fund Returns 13.1% N/A N/A N/A
Category Average 12.58% 8.81% 6.43% N/A
Rank Within Category 5 N/A N/A N/A

Holdings (4)

Company Sector Instrument Assets
GOI Sovereign GOI Sec 35.72%
GOI Sovereign GOI Sec 32.79%
GOI Sovereign GOI Sec 26.51%
GOI Sovereign GOI Sec 0.76%

Holdings Analysis

Peer Comparison

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 1000

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: 1, 7, 10, 15, 25

Min Amount: ₹ 1000

Min Installments: 6

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: 1, 5, 10, 15, 25

Min Amount: ₹ 1000

Min Installments: 6

AMC Details

Asset Management Company

Axis Mutual Fund

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017. Axis Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.

Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.

They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

Launch Date

2009-09-04T00:00:00.846Z

Total AUM

₹ 305435.43 Cr

Address

23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013

Phone

022-24255161

Website

http://www.axismf.com

Sub Type

Gilt

Sub Type Info

Invest predominantly in Government Securities(minimum 80% of total assets). They are relatively more risky than the other debt funds due to fluctuating interest rates.

Tax Impact

Returns are taxed as per your Income Tax slab.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Axis Long Duration Fund Direct Growth

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Axis Long Duration Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Axis Long Duration Fund Direct Growth?

The top stocks held by Axis Long Duration Fund Direct Growth include GOI, GOI, GOI.

Which industries does Axis Long Duration Fund Direct Growth invest in?

Axis Long Duration Fund Direct Growth primarily invests in the following industries: Sovereign.

Who are the fund managers of Axis Long Duration Fund Direct Growth?

The fund managers of Axis Long Duration Fund Direct Growth are Devang Shah and Hardik Shah.

How many years has the fund manager been managing Axis Long Duration Fund Direct Growth?

Devang Shah: Calculating...
Hardik Shah: Calculating...

What is the minimum investment for Axis Long Duration Fund Direct Growth?

The minimum investment for Axis Long Duration Fund Direct Growth is ₹5000 for lumpsum investments and ₹1000 for SIPs.

What are the average 1-year returns for Axis Long Duration Fund Direct Growth?

Calculating...

What are the average 3-year returns for Axis Long Duration Fund Direct Growth?

Calculating...

What is the expense ratio of Axis Long Duration Fund Direct Growth, and how does it compare to its category?

The expense ratio of Axis Long Duration Fund Direct Growth is 0.32%. No category comparison data is available.