• Mutual Funds
  • Axis Mutual Fund
  • Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

Formerly Axis Regular Savings HY DR

Axis Mutual Fund

Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)

DebtMedium Term

11.1259

NAV (Jan 18)

7.2%
3 Year CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,842 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

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

11.1259

NAV (Jan 18)

Fund Returns

Last 1Y

7.5%

Last 3Y

7.2%

Last 5Y

6%

Last 10Y

NA

Since Inception

7%

6 Month CAGR

4.8%

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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 (10y ago)

Mar 28, 2012

AUM in Crores

1841.059

ISIN

INF846K01BT4

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Devang Shah

Fund Manager

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Kaustubh Sule

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 258,975 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.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.7%

    7.1%

    21.7%

    14%

    27.7%

    19.8%

    4.2%

    6.8%

    3.9%

    5.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) Review

    Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) is a Medium Term Debt fund and has delivered an annualised return of 7% over a period of 9 years. The fund was previously known as Axis Regular Savings HY DR. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Kaustubh Sule.

    Nav of Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) as of 18/01/2022 is ₹11.13 with the total AUM as of 19/01/2022 is ₹1841.059. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) is rated as a 2 fund in Debt and delivered 7.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M).

    Frequently Asked Questions

    What is Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)?

    How to invest in Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)?

    What is the minimum sip amount of Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)?

    Is Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) good to invest in?

    What is the expense ratio of the Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M)?