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: 1.33% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,907.62 Cr As on 30-09-2025(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.

28.6674

8.05%

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
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 1.34
Sharpe Ratio 0.32
Alpha 0.47
Beta 0.69
Yield to Maturity 7.96
Average Maturity 4.82

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 8.56 8.86 8.15 6.72 7.53
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 11.11 11.05 9.58 12.51 8.52
Nippon India Medium Duration Fund - Growth Option 01-06-2014 10.0 9.31 8.44 8.93 3.45
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 8.97 8.69 8.03 6.76 7.42
Kotak Medium Term Fund - Growth 21-03-2014 8.55 9.35 8.02 6.45 7.03
DSP Bond Fund - Growth 29-04-1997 8.26 8.23 7.83 5.87 6.18
HSBC Medium Duration Fund - Regular Growth 02-02-2015 8.21 8.39 7.87 6.3 6.81
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 7.76 8.0 7.77 6.07 7.97
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 7.68 8.14 7.63 6.18 7.15
Invesco India Medium Duration Fund - Regular - Growth 17-07-2021 7.11 7.77 7.12 - -

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

96.06%

Large Cap

3.97%

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