Aeterna Wealth
Long Term · Direct plan · Growth

Axis Long Term Fund (Direct)

Axis Mutual Fund · benchmark: the median Long Term fund · 3.9 years old · AMFI code 151179

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

C
Track-record rating: 7 of 7 in Long Term

C (bottom 30%), score 21.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.1%2.2%-0.1%7 / 11
1 year2.5%3.0%-0.5%5 / 11
3 years (a year)5.9%6.5%-0.6%7 / 7
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y5.5%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Axis Long Term Fund (Direct plan)?

₹1,264.92 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Long Term Fund (Direct)?

0.33% a year; the Regular plan's is 0.77%.

What return has Axis Long Term Fund given over 3 years?

5.9% a year (Direct plan) over the 3 years to 6 Nov 2026, against 6.5% for the median Long Term fund.

How is Axis Long Term Fund rated?

C: 7 of 7 Direct plans in Long Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.