Axis Long Term Fund
Direct · Growth ₹1263.34
11 Nov 2026
NAV
6.2%
3Y CAGR
6.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.47
Sharpe
-5.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.34 L | 6.2% | -6.6% | 15.9% |
| 3 Years | ₹36.00 L | ₹38.54 L | 4.5% | 1.9% | 6.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.2% | 3.6% |
| 3 Years | 4.5% | 5.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.4% | 7.0% | -4.1% | 14.4% | -0.02 | -0.03 | 91% | — | — |
| 3 Years | 6.2% | 6.2% | 4.8% | 7.4% | -0.47 | -0.46 | 100% | — | — |
-5.6%
Max Drawdown
11 mo
Drawdown Duration
3 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
1.14
1Y
1.11
3Y