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.
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.
Axis Asset Management Company Limited manages assets worth 214,482 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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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 8.7% 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 managers are Devang Shah, Dhaval Patel
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 as of 2021-06-11 is ₹ 21.527. The total AUM (Asset Under Management) of the fund as of 2021-06-14 is ₹ 1425.766. The category risk of the Axis Strategic Bond Fund (G) fund is Moderately High risk.
The fund charges 1.06 % as expense ratio.
Axis Strategic Bond Fund (G) Holdings
The fund’s highest allocation is towards debt and has invested 90.3% in this asset class. The top three holdings of the fund are 5.22% goi 2025,5.15% govt stock 2025 and 7.16% govt stock 2023
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 scores 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 3 out of 5.
The credit risk of the fund is 3 out of 5 as compared to other debt funds.
