Axis Long Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Long Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹176 Cr

Lock In Period

N/A

Expense Ratio

0.78

Exit Load

Nil

Benchmark

NIFTY Long Duration Debt Index

Axis Long Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.50-1.093.71
6M1.040.897.25
1Y4.103.3216.38
3Y5.5210.2831.09

Portfolio Analysis

  • Equity:
  • Debt: 99.09%
  • Others
As on: 2026-08-15
View allocation % by

1. 7.36% Government of India (12/09/2052)27.17%
2. 7.25% Government of India (12/06/2063)22.07%
3. 7.34% Government of India (22/04/2064)20.80%
4. 7.09% Government of India (05/08/2054)16.46%
5. 7.24% Government of India (18/08/2055)8.39%
6. Net Receivables / (Payables)2.37%
7. Clearing Corporation of India Ltd0.98%
8. 7.3% Government of India (19/06/2053)0.85%
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About Fund Axis Long Term Fund Growth

Axis Long Term Fund Growth managed by Axis Mutual Fund,is a Long Durationscheme with Assets Under Management of ₹176 Crore. The fund benchmarks its performance against the NIFTY Long Duration Debt Index while maintaining an expense ratio of 0.78. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Long Term Fund Growth060 CR0.59
UTI Long Term Fund Growth081 CR1.67
Axis Long Term Fund Growth0176 CR0.78
Edelweiss Bharat Bond ETF - April 2030 Growth024,968 CR
ICICI Prudential Long Term Bond Fund - Institutional Plan Growth0878 CR1.7
Fund Name1Y3Y
This FundKotak Long Term Fund Growth4.34890
This FundUTI Long Term Fund Growth3.199914.5267
This FundAxis Long Term Fund Growth4.09617.502
This FundEdelweiss Bharat Bond ETF - April 2030 Growth5.261524.2941
This FundICICI Prudential Long Term Bond Fund - Institutional Plan Growth16.376531.0857

Axis Long Term Fund Growth FAQs

Axis Long Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Long Term Fund Growth is 0.78. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Long Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.50%
  • 6 Months : 1.04%
  • 1 Year : 4.10%
  • 3 Years : 5.52%
Returns of Axis Long Term Fund Growth are updated daily based on NAV of ₹ 1242.7989 as on Sep 01,2026. Since inception, the return has been 17.50%.

You can invest in Axis Long Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Long Term Fund Growth is ₹176 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Long Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.