• 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

22.484

NAV (Aug 12)

6.9%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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 ->

Fund Size

₹ 1,670 Cr

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

View all 8 analysis

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Scripbox Recommended Debt Funds

Want the floating rate 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

22.484

NAV (Aug 12)

Fund Returns

Last 1Y

3.8%

Last 3Y

6.9%

Last 5Y

6.6%

Last 10Y

8.1%

Since Inception

8.1%

6 Month CAGR

1.3%

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

1.08

Launched (10y ago)

Mar 28, 2012

AUM in Crores

1670.121

ISIN

INF846K01BP2

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Kaustubh Sule

Fund Manager

Devang Shah

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-12

Top Debt Holdings

7.38% govt stock 2027

18.8%
18.8%

6.54% govt stock 2032

14.5%
14.5%

5.53% govt stock 2033

5%
5%

7.17% govt stock 2028

4.8%
4.8%

national bank for agriculture and rural development

2.9%
2.9%
See all holdings

Comparison with Debt Funds

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

₹ 38,404 cr

₹ 14,762 cr

₹ 21,845 cr

₹ 13,395 cr

₹ 38,404 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 252,509 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

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

    4.1%

    7%

    6.1%

    7.6%

    10.8%

    4.3%

    15.4%

    12.6%

    5.5%

    7.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Axis Strategic Bond Fund (G) Review

    Axis Strategic Bond Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 8.1% 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 Devang Shah, Kaustubh Sule.

    Nav of Axis Strategic Bond Fund (G) as of 8/12/2022 is ₹22.48 with the total AUM as of 8/17/2022 is ₹1670.121. 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 Moderate 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 2 fund in Debt and delivered 3.8% 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 stocks 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 Neutral 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 1.08% for regular plan.