Axis Mutual Fund

Axis Strategic Bond Fund Regular Plan Growth

DebtMedium Term
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Top Ranked

₹ 27.51

NAV (Apr 04)

7.236%
3 Year CAGR
Scripbox Opinion
not-recommended
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 ->

Consistency of Credit quality

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

Fund Size

Satisfactory

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

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Scheme Information

Investment Objective

The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Expense Ratio
1.16 %
Launched 13Y ago
2012-03-28
AUM in Crores
1986.7
ISIN
INF846K01BP2
Lock-in (days)
No Lock-in
Benchmark
NIFTY Medium Duration Debt Index A-III
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
1.3
Beta
0.8
Sharpe Ratio
0.3
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

GOI

15.78%
15.78%

GOI

6.31%
6.31%

Nirma Ltd.

3.1%
3.1%

GOI

2.93%
2.93%

DLF Cyber City Developers Ltd.

2.84%
2.84%
See all holdings
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Axis Strategic Bond Fund Regular Plan Growth Review

Axis Strategic Bond Fund Regular Plan Growth is a Medium Term Debt fund and has delivered an annualised return of 8.08% over 13 years. The fund has grown over a period of 13 years. The fund is managed by Axis Mutual Fund. The fund managers are Akhil Bipin Thakker, Devang Shah, Sachin Jain.

Nav of Axis Strategic Bond Fund as of 4/4/2025 is ₹27.51 with the total AUM as of 4/7/2025 is ₹1986.75. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Strategic Bond Fund was launched on 2012-03-28. The category risk of the fund is Moderately High.

The minimum SIP amount for Axis Strategic Bond Fund Regular Plan Growth 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 Regular Growth 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 A-III.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 9.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Strategic Bond Fund.

Frequently Asked Questions

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