Axis Long Term Fund
Axis Long Term Fund is a long term fund of Axis Asset Management Co. Ltd. with ₹152 cr under management. It is ahead of its benchmark (NIFTY Long Duration Debt Index A-III) in 2 of 2 periods. Its direct plan charges 0.33% a year. Devang Shah has managed it for 3.8 years.
Has Axis Long Term Fund beaten its benchmark?
Ahead of its benchmark, NIFTY Long Duration Debt Index A-III, in 2 of 2 periods in AMFI's figures; −0.89% over the last year against −2.26%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.38% | −3.60% | — |
| 3 months | −2.62% | −5.03% | — |
| 6 months | +0.24% | −1.83% | — |
| 1 year | −1.06% | −4.06% | +3.00 pts |
| 3 years | +5.67% | +9.27% | −3.60 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 30 Dec 2022 | +5.77% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −0.89% | −1.28% | −2.26% | +1.37 | 🔒 |
| 3y | +5.76% | +5.33% | +4.60% | +1.16 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2022 to 14 Oct 2026₹100 put in at the start of Dec 2022 would be ₹124 on 14 Oct 2026, against ₹148 in the Nifty 500 TRI.
What does Axis Long Term Fund cost?
0.33% a year on the direct plan, 0.78% on the regular plan; 6 of 11 funds in its category charge less.
Who manages Axis Long Term Fund?
Devang Shah, since 27 Dec 2022; Hardik Shah, since 27 Dec 2022.
What does Axis Long Term Fund hold?
9 holdings as of 30 Sep 2026; the ten largest are 94.3% of the fund, the largest 7.34% Government of India (22/04/2064) at 22.9%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Axis Long Term Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Axis Long Term Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Axis Long Term Fund?
Devang Shah (manager) since 27 Dec 2022; Hardik Shah (manager) since 27 Dec 2022.
What is the expense ratio of Axis Long Term Fund?
0.33% a year on the direct plan and 0.78% on the regular plan (expense report, Oct 2026).
How has Axis Long Term Fund done?
Its direct plan returned +5.76% a year over 3 years against +4.60% for its benchmark, NIFTY Long Duration Debt Index A-III, as of 13 Oct 2026.
See Axis Long Term Fund beside your own funds in Valarth
