Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.49% | -2.48% | -2.47% | -0.25% | -1.33% | 5.53% | – | – | – |
NAV history
About this fund
Axis Long Term Fund is a debt fund offered by Axis Mutual Fund, classified under Debt as Income/Debt Oriented Schemes - Long Term Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹1,235.92.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Axis Long Term Fund has recorded a return of about -1.3%, with a three-year return of 5.5%. Its annualised volatility is 4.0% — relatively low fluctuations — and its Sharpe ratio is -1.93, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 6.48 | 7.11 | -4.09 | 14.13 | 91% | 10% |
| 3Y | 6.21 | 6.25 | 4.75 | 7.44 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -1.72 | -1.70 | 0.15 | -0.18 | 6.09 | – | – | – |
| HDFC Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.53 | -2.73 | -0.32 | -1.48 | 5.70 | – | – | – |
| UTI Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.58 | -2.52 | -0.52 | -1.67 | 5.20 | – | – | – |
| Kotak Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.55 | -3.14 | -0.40 | -1.48 | – | – | – | – |
| BANDHAN LONG TERM FUND Income/Debt Oriented Schemes - Long Term Fund | -1.74 | -1.83 | 0.72 | 0.61 | – | – | – | – |
| Franklin India Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -1.31 | -1.12 | 1.07 | 1.63 | – | – | – | – |
| Mirae Asset Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.32 | -2.36 | -0.18 | -0.80 | – | – | – | – |
| ICICI Prudential Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.38 | -2.47 | -0.18 | -0.99 | 6.10 | 5.11 | 6.44 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -0.61 | -0.15 | 2.32 | 4.48 | 7.30 | 6.09 | 7.23 | – |
| Axis Large Cap Fund Equity Scheme - Large Cap Fund | -3.23 | -4.04 | -2.55 | -7.98 | 7.78 | 4.56 | 12.01 | 0.66 |
| Axis Focused Fund Equity Scheme - Focused Fund | -7.38 | -4.22 | -0.38 | -7.89 | 8.15 | 2.42 | 11.03 | 0.77 |
| Axis Gold Fund Other Scheme - FoF Domestic | -6.10 | -1.85 | -6.20 | 11.42 | 31.29 | 23.21 | 15.24 | 0.15 |
| Axis Medium Term Fund Debt Scheme - Medium Duration Fund | -0.54 | 0.20 | 2.50 | 5.29 | 8.17 | 7.15 | 7.67 | – |
| Axis Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.54 | -1.86 | -0.65 | -0.69 | 6.16 | 5.47 | 7.09 | 0.94 |
| Axis ELSS- Tax Saver Fund Equity Scheme - ELSS | -4.97 | -4.34 | -2.20 | -6.63 | 9.00 | 4.47 | 11.55 | 0.73 |
| Axis Midcap Fund Equity Scheme - Mid Cap Fund | -6.96 | -5.48 | -1.27 | -0.34 | 14.42 | 11.39 | 16.62 | 0.54 |
