Should I invest in Axis Long Duration Fund?

We don't give personal investment advice. Axis Long Duration Fund - Direct Plan - Growth is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

Axis

Axis Long Duration Fund - Direct Plan - Growth

Latest NAV

₹1,272.1564

As of

17 Jul 2026

864 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.24%	-0.19%	-0.05	8 / 11	Q3
1W	-0.77%	-0.51%	-0.26	11 / 11	Q4
2W	-0.76%	-0.51%	-0.25	11 / 11	Q4
1M	+1.84%	+1.75%	+0.09	5 / 11	Q2
3M	+2.72%	+2.82%	-0.10	6 / 11	Q3
6M	+3.34%	+3.27%	+0.07	4 / 11	Q2
YTD	+2.38%	+2.56%	-0.18	7 / 11	Q3
1Y	+1.95%	+2.35%	-0.39	8 / 11	Q3
2Y	+4.62%	+5.15%	-0.53	8 / 9	Q4
3Y	+6.32%	+6.50%	-0.18	6 / 7	Q4
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.96%	+6.57%	+0.39	6 / 11	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.38%	+2.56%	-0.18	7 / 11
2025	+3.45%	+4.19%	-0.75	9 / 11
2024	+11.82%	+11.67%	+0.15	4 / 7
2023	+7.32%	+7.47%	-0.16	3 / 5
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.92%

32 windows

min -3.9% · max 13.6%

94% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.15%

7 windows

min 4.8% · max 6.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.43%

3-year · annualised

Sharpe ratio

-0.04

vs risk-free 6.5%

Sortino ratio

-0.06

Downside-only deviation

Max drawdown

-5.59%

May 2025 → Apr 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Long Duration Fund

Scheme	Fund house	NAV	As of
HDFC Long Duration Debt Fund - Growth Option - Direct Plan	HDFC	₹12.6590	17 Jul 2026
Nippon India Nivesh Lakshya Long Duration Fund- Direct Plan- Growth Option	Nippon India	₹18.8144	17 Jul 2026
SBI Long Duration Fund - Direct Plan - Growth	SBI	₹12.8140	17 Jul 2026
ICICI Prudential Long Term Bond Fund - Direct Plan - Growth	ICICI Prudential	₹101.5723	17 Jul 2026
Bandhan Long Duration Fund - Direct Plan - Growth	Bandhan	₹11.5116	17 Jul 2026
Aditya Birla Sun Life Long Duration Fund-Direct Growth	Aditya Birla Sun Life	₹13.4711	17 Jul 2026
Franklin India Long Duration Fund - Direct - Growth	Franklin India	₹10.8899	17 Jul 2026
Mirae Asset Long Duration Fund - Direct Plan - Growth	Mirae Asset	₹10.5984	17 Jul 2026
Kotak Long Duration Fund - Direct Plan - Growth	Kotak	₹11.3287	17 Jul 2026
UTI Long Duration Fund - Direct Plan - Growth Option	UTI	₹12.3898	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹1,272.1564
16 Jul 2026	₹1,275.2218
15 Jul 2026	₹1,272.8877
14 Jul 2026	₹1,271.6917
13 Jul 2026	₹1,279.5845
10 Jul 2026	₹1,282.0871
9 Jul 2026	₹1,278.6711
8 Jul 2026	₹1,276.7710
7 Jul 2026	₹1,283.1890
6 Jul 2026	₹1,283.6207

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Long Duration Fund - Direct Plan - Growth is ₹1,272.1564. It's a Long Duration Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Long Duration Fund - Direct Plan - Growth has NAV history starting from 30 Dec 2022, a track record of about 3 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Long Duration Fund - Direct Plan - Growth is managed by Axis. It's classified by AMFI under the 'Long Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Long Duration Fund - Direct Plan - Growth has delivered a absolute return of 1.95% — -0.39 pp behind the Long Duration Fund category average of 2.35%. The fund ranks #8 of 11 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Long Duration Fund - Direct Plan - Growth has delivered a CAGR of 6.32% — -0.18 pp behind the Long Duration Fund category average of 6.50%. The fund ranks #6 of 7 in its category — the bottom (Q4) quartile.

Axis Long Duration Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Long Duration Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹120,173 today — a multiplier of 1.20×, based on the 3-year CAGR of 6.32%. The category average over the same window would have grown ₹1 lakh to ₹120,782.

A ₹10,000 monthly SIP in Axis Long Duration Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹389,896 today. That's an XIRR (money-weighted annualised return) of 5.25%.

Axis Long Duration Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹389,896 — XIRR 5.25%.

On a 3-year basis, Axis Long Duration Fund - Direct Plan - Growth ranks #6 out of 7 funds in the Long Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 6.50%; this fund delivered 6.32%.

The worst peak-to-trough decline Axis Long Duration Fund - Direct Plan - Growth has experienced over the last 3-year window is 5.59% — its NAV fell from a high on 16 May 2025 to a low on 02 Apr 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Long Duration Fund - Direct Plan - Growth averaged 6.15% (best 6.80%, worst 4.78%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.04 — negative risk-adjusted performance.

In calendar year 2025, Axis Long Duration Fund - Direct Plan - Growth returned 3.45% — lagging the Long Duration Fund category average of 4.19% by 0.75 pp. It ranked #9 of 11 in its category that year.

Axis Long Duration Fund - Direct Plan - Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Long Duration Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.