• Mutual Funds
  • Axis Mutual Fund
  • Axis Strategic Bond Fund (Growth)

Formerly Axis Regular Savings Gr

Axis Mutual Fund

Axis Strategic Bond Fund (Growth)

DebtMedium Term

Top Ranked

23.2441

NAV (Mar 21)

6.6%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.2441

NAV (Mar 21)

Fund Returns

Last 1Y

4.5%

Last 3Y

6.6%

Last 5Y

6.6%

Last 10Y

7.7%

Since Inception

8%

6 Month CAGR

2.9%

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.

Expense Ratio

1.09

Launched (11y ago)

Mar 28, 2012

AUM in Crores

1651.224

ISIN

INF846K01BP2

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

1.9

Standard Deviation (5yr)

2.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.766

Sharpe Ratio (5yr)

0.675

YTM

8.38

Fund Managers

Devang Shah

Fund Manager

Kaustubh Sule

Fund Manager

Sachin Jain

Fund Manager

Akhil Thakker

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Strategic Bond Fund (Growth)70%859,104 126,4926.6%
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.

Asset allocation and Holdings

Last updated on 2023-03-21

Top Debt Holdings

7.26 2/6/2033 12:00:00 am

18.2%
18.2%

7.38 6/20/2027 12:00:00 am

13.7%
13.7%

power finance corporation ltd.

3.3%
3.3%

7.42 9/22/2033 12:00:00 am

3%
3%

jm financial credit solutions limited

2.6%
2.6%
See all holdings

Compare Axis Strategic Bond Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 47,245 cr

₹ 13,831 cr

₹ 20,146 cr

₹ 12,884 cr

₹ 47,245 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 247,303 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.9%

    4.3%

    7%

    6.6%

    8%

    6.4%

    7%

    6.2%

    7.5%

    Axis Strategic Bond Fund (G) Review

    Axis Strategic Bond Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 8% over a period of 10 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 Akhil Thakker, Devang Shah, Kaustubh Sule, Sachin Jain.

    Nav of Axis Strategic Bond Fund (G) as of 3/21/2023 is ₹23.24 with the total AUM as of 3/22/2023 is ₹1651.224. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Strategic Bond Fund (G) was launched on Mar 28, 2012. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Axis Strategic Bond Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Axis Strategic Bond Fund (G) 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) is rated as a 4 fund in Debt and delivered 4.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Strategic Bond Fund (G).

    Frequently Asked Questions

    What is Axis Strategic Bond Fund (G)?

    Axis Strategic Bond Fund (G) is a Medium Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Axis Strategic Bond Fund (G)?

    You can invest in Axis Strategic Bond Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Strategic Bond Fund (G)?

    The minimum sip amount for Axis Strategic Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Strategic Bond Fund (G) good to invest in?

    As per Scripbox experts, Axis Strategic Bond Fund (G) is a Top Ranked fund. You can investAxis Strategic Bond Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Strategic Bond Fund (G)?

    The expense ratio of the Axis Strategic Bond Fund (G) is 1.09% for regular plan.