- Mutual Funds
- Axis Mutual Fund
- Axis Strategic Bond Fund Regular Growth
Axis Strategic Bond Fund Regular Plan Growth
₹ 26.3709
NAV (Oct 15)
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.3709
NAV (Oct 15)
Fund Returns
Last 1Y | 9.1% |
Last 3Y | 6.3% |
Last 5Y | 7.2% |
Last 10Y | 7.9% |
Since Inception | 8% |
6 Month CAGR | 4.8% |
Scheme Information
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Expense Ratio | 1.03 |
Launched (0y ago) | 1.03 |
AUM in Crores | 1945.5 |
ISIN | INF846K01BP2 |
Lock-in | - |
Benchmark | NIFTY Medium Duration Debt Index A-III |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1.3 |
Beta | 0.7 |
Sharpe Ratio | 0.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Strategic Bond Fund (G) | 8,71,528 | 1,38,916 | 7.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
15.8%GOI
6.3%Nirma Ltd.
3.1%GOI
2.9%DLF Cyber City Developers Ltd.
2.8%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Strategic Bond Fund Regular Plan Growth Review
Axis Strategic Bond Fund Regular Plan Growth is a Medium Term Debt fund and has delivered an annualised return of 8.024% over a period of 12 years. The fund is managed by Axis Mutual Fund. The fund managers are Akhil Bipin Thakker, Devang Shah, Sachin Jain.
Nav of Axis Strategic Bond Fund as of 10/15/2024 is ₹26.37 with the total AUM as of 10/16/2024 is ₹1945.4859. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Strategic Bond Fund was launched on 2012-03-28. The category risk of the fund is Below Average.
The minimum SIP amount for Axis Strategic Bond Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Strategic Bond Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Medium Duration Debt Index A-III.
It is rated as a 4 fund in Debt and delivered 9.129% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Strategic Bond Fund.
Frequently Asked Questions
What is Axis Strategic Bond Fund?
How to invest in Axis Strategic Bond Fund?
You can invest in Axis Strategic Bond Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Strategic Bond Fund?
The minimum sip amount for Axis Strategic Bond Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Strategic Bond Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Strategic Bond Fund Regular Plan Growth?
The expense ratio of the Axis Strategic Bond Fund Regular Growth is 1.03% for regular plan.
What is the NAV of Axis Strategic Bond Fund?
Today's Axis Strategic Bond Fund Regular Growth NAV is ₹26.37.