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  2. Axis Strategic Bond Fund - Quarterly Dividend Option

Axis Strategic Bond Fund - Quarterly Dividend Option

(Erstwhile Axis Regular Savings Fund - Quarterly Dividend Option)

Category: Debt: Medium Duration
Launch Date: 28-03-2012
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Fund Index
Expense Ratio: 1.17% As on (30-09-2018)
Status: Open Ended Schemes(Debt Scheme - Medium Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,338.59 Cr As on (30-09-2018)
Turn over: -
NAV as on 12-11-2018

10.2001

0 (0.0431%)

CAGR Since Inception

6.53%

PERFORMANCE of Axis Strategic Bond Fund - Quarterly Dividend Option

Scheme Performance (%)

Data as on - 13-11-2018

Yearly Performance (%)

Fund Managers

Mr. Devang Shah

Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

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

RETURNS CALCULATOR for Axis Strategic Bond Fund - Quarterly Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Strategic Bond Fund - Quarterly Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Strategic Bond Fund - Quarterly Dividend Option 3.24 1.31 -0.23 0.85 8.02 2.8
Debt: Medium Duration - - - - - -

PEER COMPARISION of Axis Strategic Bond Fund - Quarterly Dividend Option

Period
Data as on - 13-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Strategic Bond Fund - Quarterly Dividend Option 28-03-2012 2.44 3.72 5.16 6.8 0.0
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 7.44 6.31 7.25 8.6 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 6.13 7.77 7.9 9.06 0.0
Axis Strategic Bond Fund - Growth Option 28-03-2012 5.06 6.46 8.0 9.48 0.0
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 12-11-2003 4.33 6.98 8.71 10.06 9.17
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 4.07 5.97 7.42 8.97 0.0
UTI Medium Term Fund - Regular Plan - Growth Option 30-03-2015 4.05 5.96 7.53 0.0 0.0
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option 08-07-2003 4.0 5.38 6.7 7.83 8.54
HDFC Medium Term Debt Plan-Growth OPption 06-02-2002 3.89 5.28 7.11 8.25 8.4
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 3.78 5.66 7.03 8.6 7.77

PORTFOLIO ANALYSIS of Axis Strategic Bond Fund - Quarterly Dividend Option

Asset Allocation (%)

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