Formerly Axis Regular Savings Gr
₹ 20.9838
NAV (Mar 02)
Neutral
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.
Track Record
9 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
1,177 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
High Credit Risk. The fund has a lower credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Scheme Information
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
Moderately High Risk
1.06 %
Expense Ratio
Mar 28, 2012
Launched (9y ago)
₹ 1,177
AUM in Crores
INF846K01BP2
ISIN
No Lock-in
Lock-in
Nifty Medium Duration Debt Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
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About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
16.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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
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.
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 2021-03-02 is ₹ 20.9838. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 1176.747. The category risk of the Axis Strategic Bond Fund (G) fund is Moderately High Risk. The fund charges 1.06 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 73.2% in this asset class. The top three holdings of the fund are state bank of india,national bank for agriculture and rural development and rural electrification corporation limited
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.
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) 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 2 out of 5 as compared to other debt funds.