Axis Long Duration Fund - Regular Plan - Annual IDCW

Axis Long Duration Fund - Regular Plan - Annual IDCW is a scheme launched by Axis Mutual Fund on December 27, 2022, and falls under the Long Duration fund category. It currently manages an AUM of Rs 388.32 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 0.76% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Axis Long Duration Fund - Regular Plan - Annual IDCW trailing returns over different times are 2.57% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 1.63%.