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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,949.19 Cr As on 30-05-2025(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.

30.9657

8.72%

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:  

RETURNS ANALYSIS

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

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 1.34
Sharpe Ratio 0.85
Alpha 1.17
Beta 0.69
Yield to Maturity 7.37
Average Maturity 4.63

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 10.46 9.39 8.85 7.76 8.49
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 14.1 10.68 14.86 12.35 8.69
Nippon India Medium Duration Fund - Growth Option 01-06-2014 11.49 9.11 8.28 8.31 3.59
Kotak Medium Term Fund - Growth 21-03-2014 9.83 8.88 7.75 6.7 7.13
DSP Bond Fund - Growth 29-04-1997 9.79 8.42 7.79 5.94 6.4
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 9.78 8.68 8.13 7.03 7.72
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 9.63 8.36 7.92 7.09 7.54
HSBC Medium Duration Fund - Regular Growth 02-02-2015 9.58 8.43 7.89 6.75 7.08
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 9.2 8.13 7.8 6.47 7.95
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 9.18 8.09 7.64 6.6 7.29

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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