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  • 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

11.0378

NAV (Oct 13)

8%
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

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

Relative Size

1,686 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

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  • 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
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    Expert Investing Only, Car, Down Payment

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Historical NAV

11.0378

NAV (Oct 13)

Fund Returns

Last 1Y
9%
Last 3Y
8%
Last 5Y
6.2%
Last 10Y
NA
Since Inception
7.1%
6 Month CAGR
5.8%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
1.1
Launched (9y ago)
Mar 28, 2012
AUM in Crores
1685.505
ISIN
INF846K01BT4
Lock-in
No Lock-in
Benchmark
Nifty Medium Duration Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Devang Shah

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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 12,698 cr

5

recommended-badge

₹ 28,554 cr

5

recommended-badge

₹ 11,007 cr

5

recommended-badge

₹ 21,654 cr

5

recommended-badge

₹ 28,496 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 251,316 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.

amc-img

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

    5%

    7.2%

    recommended-badge

    23.8%

    14.4%

    recommended-badge

    29.7%

    20.4%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    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 7.1% 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 manager’s name is Devang Shah

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

    The Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) fund was launched on Mar 28, 2012. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-10-13 is ₹11.04. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1685.505. The category risk of the Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) fund is Moderately High risk. The fund charges 1.1 % as expense ratio.

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

    The fund’s highest allocation is towards Debt and has invested 95.6% in this asset class. The top three holdings of the fund are , 6.10% govt stock 2031 , 5.63% govt stock 2026 , clearing corporation of india ltd , govt stock , national bank for agriculture and rural development , godrej properties limited , net receivables / (payables) , dlf limited , piramal capital & housing finance limited , telesonic networks limited , g r infraprojects limited , indostar capital finance limited , bharti hexacom limited , 8.53 gj sdl 2028 , power finance corporation limited , lic housing finance limited , jm financial credit solutions limited , nuvoco vistas corporation ltd. , pune solapur expressways private limited , national bank for agriculture and rural development , vivriti capital private limited , food corporation of india , j.k.cement limited , embassy office parks reit , 6.64% govt stock 2035 , punjab national bank , indinfravit trust , shining metal trust i , india grid trust , muthoot finance limited , nirma limited , state bank of india , 4.45% govt stock 2034 , flometallic india private limited , bank of baroda , the tata power company limited , oriental nagpur betul highway private limited , summit digitel infrastructure private limited , malwa solar power generation private limited , godrej industries limited , indian bank , first business receivables trust , g r infraprojects limited , tmf holdings limited , veritas finance private limited , embassy office parks reit , aadhar housing finance limited , epl limited , 7.16% govt stock 2023 , kogta financial (india) limited , tata realty and infrastructure limited , rattanindia solar 2 private limited , sundew properties limited , oriental nagpur betul highway private limited , punjab national bank , epl limited , narmada wind energy private limited , 06.53 ka sdl 2030 , national highways authority of india , nhpc limited , pl securitization trust viii dec19 , national bank for agriculture and rural development , indostar capital finance limited , first business receivables trust , indian bank , hinduja leyland finance limited , epl limited , rural electrification corporation limited , 7.26% govt stock 2029 , 6.84% govt stock 2022 , power finance corporation limited , 7.57% govt stock 2033 , rec limited , india grid trust , syndicate bank , hindalco industries limited , tata power renewable energy limited , 7.88% gs 2030 , national highways authority of india , indinfravit trust , power finance corporation limited , bhopal dhule transmission company limited

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

    Axis Strategic Bond Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) 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 Reinvst of Inc Dis cum Cap Wdrl (RIDCW-6M) has a score of 3out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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