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 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
