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  • Axis Mutual Fund
  • Axis Strategic Bond Fund (RIDCW-Q)

Formerly Axis Regular Savings Qt DR

Axis Mutual Fund

Axis Strategic Bond Fund (RIDCW-Q)

DebtMedium Term
Top Ranked

10.2329

NAV (May 24)

5.9%
3 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Satisfactory

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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Scripbox Recommended Debt Funds
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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

10.2329

NAV (May 24)

Fund Returns

Last 1Y
7%
Last 3Y
5.9%
Last 5Y
6.5%
Last 10Y
6.5%
Since Inception
6.7%
6 Month CAGR
4.4%

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 (12y ago)
Mar 28, 2012
AUM in Crores
1933.994
ISIN
INF846K01BS6
Lock-in
No Lock-in
Benchmark
Nifty Medium Duration Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.3
Standard Deviation (5yr)
2.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.166
Sharpe Ratio (5yr)
0.566
YTM
8.2
Fund Managers

Devang Shah

Fund Manager

Sachin Jain

Fund Manager

Akhil Thakker

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Strategic Bond Fund (RIDCW-Q)70%8,56,981 1,24,3696.5%
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.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Debt Holdings

7.18% govt stock 2037

7.3%
7.3%

7.18% govt stock 2033

6.3%
6.3%

7.26% govt stock 2033

6.2%
6.2%

7.23% govt stock 2039

4.4%
4.4%

7.32% govt stock 2030

3.4%
3.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,862 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.7%

7%

5.9%

8%

5.8%

7%

-

5.1%

Axis Strategic Bond Fund (RIDCW-Q) Review

Axis Strategic Bond Fund (RIDCW-Q) is a Medium Term Debt fund and has delivered an annualised return of 6.7% over a period of 12 years. The fund was previously known as Axis Regular Savings Qt DR. The fund is managed by Axis Asset Management Company Limited. The fund managers are Akhil Thakker, Devang Shah, Sachin Jain.

Nav of Axis Strategic Bond Fund (RIDCW-Q) as of 5/24/2024 is ₹10.23 with the total AUM as of 5/26/2024 is ₹1933.994. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Strategic Bond Fund (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) is rated as a 4 fund in Debt and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Strategic Bond Fund (RIDCW-Q).

Frequently Asked Questions

What is Axis Strategic Bond Fund (RIDCW-Q)?

Axis Strategic Bond Fund (RIDCW-Q) is a Medium Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Strategic Bond Fund (RIDCW-Q)?

You can invest in Axis Strategic Bond Fund (RIDCW-Q) 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 (RIDCW-Q)?

The minimum sip amount for Axis Strategic Bond Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Strategic Bond Fund (RIDCW-Q) good to invest in?

As per Scripbox experts, Axis Strategic Bond Fund (RIDCW-Q) is a Top Ranked fund. You can investAxis Strategic Bond Fund (RIDCW-Q) 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 (RIDCW-Q)?

The expense ratio of the Axis Strategic Bond Fund (RIDCW-Q) is 1.09% for regular plan.