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.

30.9381

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 10.41 9.32 8.91 7.81 8.5
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 14.04 10.63 14.91 12.38 8.7
DSP Bond Fund - Growth 29-04-1997 9.75 8.33 7.88 5.93 6.4
Kotak Medium Term Fund - Growth 21-03-2014 9.75 8.83 7.84 6.67 7.14
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 9.73 8.61 8.19 7.08 7.73
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 9.62 8.33 8.01 7.13 7.55
HSBC Medium Duration Fund - Regular Growth 02-02-2015 9.54 8.39 7.97 6.83 7.09
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 9.18 8.09 7.89 6.52 7.97
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth 08-07-2003 9.12 7.75 7.25 5.14 6.76
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 9.11 8.02 7.72 6.62 7.3

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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