Axis Strategic Bond Fund - Direct Plan - Growth Option
(Erstwhile Axis Regular Savings Fund - Direct Plan - Growth Option)
Fund House: Axis Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Medium Duration Debt Index A-III |
| TER: 0.55% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,897.67 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switchout within 12 mnths from the date of alltmnt for 10% of inv.ment:Nil on FIFO, for remaining inv.ment: 1% w.e.f 30/06/2016. 1% if redeemed/switchout within 12 mnths from the date of alltmnt. -NIL w.e.f 15/05/2015. -1% if redeemed/switchout within 12 mnths from date of alltmnt w.e.f 01/01/2015, :0.50% if redeemed/switchout within 3 mnths from date of alltmnt w.e.f 01/10/2014. 1% if units are redeemed/switched out within 12 Months from the date of allotment w.e.f 19/04/2012. 0.75% if redeemed/switched out within 12 Months from date of allotment w.e.f. 28/03/2012. Axis Regular Savings Fund has been renamed as Axis Strategic Bond Fund wef 18/05/2018. |
30.4978
0.01 (0.0397%)
8.72%
Benchmark: 7.57%
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
6 Years 11 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
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.34 |
| Sharpe Ratio | 0.85 |
| Alpha | 1.17 |
| Beta | 0.69 |
| Yield to Maturity | 8.03 |
| Average Maturity | 5.14 |
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 - Direct Plan - Growth Option | 01-01-2013 | 10.75 | 9.22 | 8.4 | 8.17 | 8.4 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 14.46 | 10.38 | 14.28 | 13.73 | 8.67 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 10.07 | 8.49 | 7.68 | 7.43 | 7.62 |
| Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 9.9 | 7.94 | 6.97 | 8.16 | 3.42 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 9.84 | 8.27 | 7.21 | 7.16 | 7.11 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 9.81 | 8.34 | 7.03 | 7.42 | 7.12 |
| DSP Bond Fund - Growth | 29-04-1997 | 9.77 | 8.16 | 7.25 | 6.55 | 6.27 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 9.64 | 8.06 | 7.11 | 7.07 | 7.28 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 9.64 | 8.15 | 7.38 | 7.15 | 8.02 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 9.62 | 8.14 | 7.49 | 7.57 | 7.5 |
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
99.99%
