debtLow risk

Axis Long Term Fund - Direct Plan - Quarterly IDCW Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Axis Mutual Fund. It's been running since 30 Dec 2022.

Latest price per unit

₹1,222.341

▲ 0.03% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.2k gain · 2.2% / year

Invested 3 years ago

₹1.16 L

▲ ₹15.7k gain · 5.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.2%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-6.37%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.21%

CAGR — 3 years4.98%

CAGR — 5 years—

CAGR — since launch5.55%

Volatility — 1 year (annualised)4.90%

Volatility — 3 years (annualised)4.19%

Max drawdown — 1 year-4.85%

Max drawdown — 3 years-6.37%

Sharpe ratio — 1 year (rf=6%)-0.77

Sharpe ratio — 3 years (rf=6%)-0.24

Fund info

Fund house: Axis Mutual Fund
Category: Income/Debt Oriented Schemes - Long Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K013M3
ISIN (Div re-invest): INF846K015M8
Fund code: 151204
First price on record: 30 Dec 2022 · 898 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.