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    • Axis Strategic Bond Fund (Growth)

    Formerly Axis Regular Savings Gr

    Axis Mutual Fund

    Axis Strategic Bond Fund (Growth)

    DebtMedium Term

    21.9106

    NAV (Sep 23)

    8.3%
    3 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in medium term mutual funds.

    However, Scripbox does not recommend investing in medium term mutual funds.

    Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.

    This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    9 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    1,640 Cr. Medium within the category

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

    Invest in this fund
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    Short Term Money

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    21.9106

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    7.5%
    Last 3Y
    8.3%
    Last 5Y
    7.7%
    Last 10Y
    NA
    Since Inception
    8.6%
    6 Month CAGR
    4.1%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    1.1
    Launched (9y ago)
    Mar 28, 2012
    AUM in Crores
    1639.897
    ISIN
    INF846K01BP2
    Lock-in
    No Lock-in
    Benchmark
    Nifty Medium Duration Debt Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Devang Shah

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

    build-long-item-wealth-img

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Axis Asset Management Company Limited

    Axis Asset Management Company Limited manages assets worth 247,959 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

    amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7.2%

    recommended-badge

    20.8%

    14.3%

    recommended-badge

    25.3%

    20.2%

    top-ranked-badge

    4.6%

    6.9%

    top-ranked-badge

    4.1%

    5.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    01

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    Create an Account

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    03

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    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Axis Strategic Bond Fund (G)

    About Axis Strategic Bond Fund (G)

    Axis Strategic Bond Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 8.6% over a period of 9 years. The fund was previously known as Axis Regular Savings Gr . The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah

    Axis Strategic Bond Fund (G) Investment Objective

    To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Strategic Bond Fund (G) NAV,AUM,Risk

    The Axis Strategic Bond Fund (G) fund was launched on Mar 28, 2012. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-09-23 is ₹21.91. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1639.897. The category risk of the Axis Strategic Bond Fund (G) fund is Moderately High risk. The fund charges 1.1 % as expense ratio.

    Axis Strategic Bond Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 93.7% in this asset class. The top three holdings of the fund are , 7.17% govt stock 2028 , govt stock , 6.67% govt stock 2035 , 5.63% govt stock 2026 , godrej properties limited , 6.10% govt stock 2031 , net receivables / (payables) , piramal capital & housing finance limited , 6.64% govt stock 2035 , dlf limited , g r infraprojects limited , bharti hexacom limited , telesonic networks limited , indostar capital finance limited , clearing corporation of india ltd , 8.53 gj sdl 2028 , power finance corporation limited , nuvoco vistas corporation ltd. , jm financial credit solutions limited , lic housing finance limited , pune solapur expressways private limited , food corporation of india , j.k.cement limited , indinfravit trust , flometallic india private limited , embassy office parks reit , state bank of india , punjab national bank , vivriti capital private limited , shining metal trust i , nirma limited , muthoot finance limited , 4.45% govt stock 2034 , national bank for agriculture and rural development , bank of baroda , the tata power company limited , godrej industries limited , malwa solar power generation private limited , oriental nagpur betul highway private limited , summit digitel infrastructure private limited , indian bank , g r infraprojects limited , first business receivables trust , tmf holdings limited , embassy office parks reit , veritas finance private limited , indinfravit trust , kogta financial (india) limited , 7.16% govt stock 2023 , tata realty and infrastructure limited , national bank for agriculture and rural development , aadhar housing finance limited , rattanindia solar 2 private limited , epl limited , epl limited , oriental nagpur betul highway private limited , punjab national bank , narmada wind energy private limited , epl limited , national highways authority of india , nhpc limited , 6.84% govt stock 2022 , national bank for agriculture and rural development , indostar capital finance limited , first business receivables trust , rural electrification corporation limited , indian bank , 06.53 ka sdl 2030 , 7.26% govt stock 2029 , pl securitization trust viii dec19 , india grid trust , 7.57% govt stock 2033 , power finance corporation limited , syndicate bank , hindalco industries limited , national highways authority of india , power finance corporation limited , bhopal dhule transmission company limited , 7.88% gs 2030 , tata power renewable energy limited

    Axis Strategic Bond Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Axis Strategic Bond Fund (G) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Medium Duration Debt Index TR INR.

    Axis Strategic Bond Fund (G) Review

    Axis Strategic Bond Fund (G) has a score of 2 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Strategic Bond Fund (G) has a score of 3out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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