How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.26 | 6.99 | 2.49 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.05 | 2.49 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Long Duration Fund(Q-IDCW) | 11.48% | — | 9.21% |
Nippon India Nivesh Lakshya Fund(H-IDCW) | 1.31% | 0.86% | 3.05% |
HDFC Long Duration Debt Fund(IDCW Reinvest) | 3.00% | — | 2.53% |
SBI Long Duration Fund(IDCW Payout) | 12.67% | — | 10.25% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
34.72 %
Holdings
30.46 %
Holdings
20.77 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,27,586.43 Cr.
Devang Shah
AUM: ₹89,771.54 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹36,539.75 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%