Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW
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Fund Manager: Mr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain |
Debt: Medium Duration |
NIFTY Medium Duration Debt Index A-III
NAV as on 22-08-2025
AUM as on
Rtn ( Since Inception )
6.61%
Inception Date
Mar 28, 2012
Expense Ratio
1.22%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
moderately high
Investment Objective : To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 0.83 | 4.51 | 8.32 | 7.45 | 6.67 | 6.17 |
| Nifty 4-8 yr G-Sec Index | 1.9 | 3.85 | 8.85 | 6.82 | 6.5 | 0.0 |
| Debt: Medium Duration | 0.68 | 4.39 | 8.44 | 7.37 | 6.87 | 6.7 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW | 193.75 | 1.22 | 8.32 | 7.45 | 6.67 | 6.17 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 274.45 | 0 | 12.99 | 9.34 | 12.3 | 8.58 |
| Nippon India Medium Duration Fund - Growth Option | 10.59 | 0 | 10.33 | 8.14 | 8.65 | 3.47 |
| ICICI Prudential Medium Term Bond Fund - Growth | 568.78 | 1.38 | 8.71 | 7.64 | 7.0 | 7.43 |
| Kotak Medium Term Fund - Growth | 181.71 | 1.63 | 8.7 | 7.49 | 6.73 | 7.02 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 193.75 | 1.22 | 8.61 | 7.82 | 6.95 | 7.62 |
| DSP Bond Fund - Growth | 31.76 | 0.76 | 8.59 | 7.44 | 5.98 | 6.28 |
| HSBC Medium Duration Fund - Regular Growth | 74.88 | 1.02 | 8.27 | 7.57 | 6.68 | 6.9 |
| HDFC Medium Term Debt Fund - Growth Option | 380.36 | 1.32 | 7.82 | 7.27 | 6.49 | 7.19 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 658.93 | 1.22 | 7.73 | 7.46 | 6.46 | 7.87 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 4.21 | 8.6 | 4.74 | 3.68 | 4.64 | 9.55 | 5.08 | 3.52 | 6.82 | 5.55 |
| S&P BSE India Bond Index | 10.84 | 11.77 | 3.96 | 3.03 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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