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Axis Long Term Fund(G)-Direct Plan

Axis Long Term Fund(G)-Direct Plan

DebtDirect GrowthMedium Risk

+6.30%

3Y annualised

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NAV : 27 Aug 2026

₹1271.41

Min. SIP amount

₹1,000

Fund size (AUM)

173 Cr

Expense ratio

0.32%

Launched on

27 Dec 2022

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,17,758

Stock Allocation

Stock nameSectorAllocation
7.34% Government Of India (22/04/2064)Government Securities28.44%
7.25% Government Of India (12/06/2063)Government Securities22.67%
7.36% Government Of India (12/09/2052)Government Securities20.12%

Fund Composition

173 Cr

Others

100.00%

Sector Allocation

173 Cr

Government Securities

93.72%

Cash & Cash Equivalents And Net Assets

5.62%

Alternative Investment Fund

0.66%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

DS

Devang Shah

Present

HS

Hardik Shah

Present

Similar/Peer Fund Comparison

Fund name
F

Franklin India Long Term Fund(G)-Direct Plan

+0.00%
B

Bandhan Long Term Fund(G)-Direct Plan

+0.00%
A

Axis Long Term Fund(G)-Direct Plan

+6.30%
I

ICICI Pru Long Term Fund(G)-Direct Plan

+6.99%
A

Aditya Birla SL Long Term Fund(G)-Direct Plan

+6.92%
H

HDFC Long Term Fund(G)-Direct Plan

+6.37%
S

SBI Long Term Fund(G)-Direct Plan

+6.49%
K

Kotak Long Term Fund(G)-Direct Plan

+0.00%

FAQs

Axis Long Term Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 27 Dec 2022. This fund is managed by Devang Shah and Hardik Shah. It is a Debt type of fund.

The current NAV of Axis Long Term Fund(G)-Direct Plan is ₹1271.41 (as of 27 Aug 2026).

Axis Long Term Fund(G)-Direct Plan has delivered 5.15% in 1 year, 6.30% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Axis Long Term Fund(G)-Direct Plan is ₹1000.

The expense ratio of Axis Long Term Fund(G)-Direct Plan is 0.32%.

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