The scheme seeks to 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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Devang Shah
Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Axis Long Term Fund is ₹1,252.1 as of 2026-08-25.
Axis Long Term Fund is classified as a Long Duration fund.
The Assets Under Management (AUM) of Axis Long Term Fund is ₹173.88 Cr.
The expense ratio of Axis Long Term Fund is 0.78%.
Axis Long Term Fund is managed by Devang Shah.
The minimum SIP investment for Axis Long Term Fund is ₹1,000.
As per the SEBI Riskometer, Axis Long Term Fund carries a Moderate risk level.
Axis Long Term Fund has delivered 4.45% (1Y), 5.9% (3Y) and 0% (5Y) annualised returns as of 2026-08-25.
Axis Long Term Fund was launched on 2009-09-04.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
