Axis Strategic Bond Fund Direct Growth Option - Regular - Latest NAV [ ₹22.6749 ], Returns, Performance, Portfolio & Returns 2021

Axis Strategic Bond Fund Direct Growth Option

  • highlight
    8.86%
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    (+0.01)22.6749

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.3 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.86%
3 Years8.55%
1 Year9.12%
6 Months3.39%
Fund Details
ISININF846K01DT0
RiskModerately High risk
Fund TypeMedium Duration
NAV22.6749
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
National Bank For Agriculture And Rural Development5.56%
7.16% Govt Stock 20233.9%
6.84% Govt Stock 20223.86%
National Bank For Agriculture And Rural Development3.72%
LIC Housing Finance Limited3.71%
State Bank Of India3.64%
DLF Limited2.59%
Embassy Office Parks Reit2.51%
G R Infraprojects Limited2.2%
5.22% GOI 20252.19%

About Axis Strategic Bond Fund

Axis Strategic Bond Fund, an open-ended medium-term debt scheme, invests in instruments where the Macaulay duration of the portfolio is between three and four years. The fund aims to generate optimal returns over a medium term period. The scheme maintains liquidity levels by investing in debt and money market instruments.

Pros and Cons of

Axis Strategic Bond Fund invests predominantly in medium-term corporate bonds to provide risk-adjusted returns. The fund comes with an immunity to excessive fluctuations in returns. It offers lower volatility in comparison to long-duration funds. The returns generated in the previous years have been higher than the category average returns. However, an exit load is still applicable.

Fund Information and Statistics

i) Inception/Launch Date Axis Strategic Bond Fund was launched on 7 January 2013.

ii) Risk Level The risk level of investing in Axis Strategic Bond Fund is expected to be moderate. The fund diversifies the portfolio by investing across sectors and identifies quality credit investments to keep the risk at check.

iii) Redemption The fund does not include a lock-in period for the investments. However, the fund is suitable for those who are looking to earn regular income over a minimum period of three years.

iv) Fund Manager Mr Devang Shah and Mr Dhaval Patel have been managing the Axis Strategic Bond Fund since 2012.

v) Entry/Exit Load Entry load is not applicable to mutual fund unit purchases. An exit load of 1% may be applied if you happen to redeem/switch-out funds within 12 months from the date of allotment. If redeemed later, no exit load will be applied.

About Axis Mutual Fund

Axis Mutual Fund was incorporated on 13 January 2009. The company registered with SEBI on 4 September 2009 and launched its first scheme in October 2009. The fund house offers over 50 schemes and has over 20 lakh active investors. Axis Bank Limited is the sponsor for the fund house, while the trustee is Axis Mutual Fund Trustee Limited.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.3 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns