Axis Strategic Bond Fund - Regular Plan - Growth Option
(Erstwhile Axis Regular Savings Fund - Growth Option)
Fund House: Axis Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 28-03-2012 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Medium Duration Debt Index A-III |
| TER: 1.32% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,082.73 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/ switched out within 15 days from the date of allotment: 1% If redeemed/ switched out after 15 days from the date of allotment: Nil |
29.3557
-0.03 (-0.0886%)
7.92%
Benchmark: 7.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 8.46 |
| Average Maturity | 4.35 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 5.77 | 7.69 | 7.42 | 6.56 | 7.39 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 8.17 | 11.09 | 9.49 | 11.8 | 8.48 |
| Nippon India Medium Duration Fund - Growth Option | 01-06-2014 | 7.15 | 8.32 | 7.54 | 8.84 | 3.22 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 6.42 | 7.84 | 7.43 | 6.55 | 7.3 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 5.97 | 7.78 | 7.52 | 6.34 | 6.77 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 5.15 | 7.15 | 6.9 | 5.99 | 6.96 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 4.95 | 7.13 | 6.98 | 5.92 | 6.58 |
| SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH | 12-11-2003 | 4.9 | 7.08 | 6.9 | 6.1 | 7.74 |
| DSP Bond Fund - Growth | 29-04-1997 | 4.31 | 6.87 | 6.75 | 5.72 | 6.0 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | 08-07-2003 | 3.99 | 6.57 | 6.25 | 5.06 | 6.34 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
