Axis Strategic Bond Fund Growth - Latest NAV ₹20.8714, Returns, Performance & Portfolio

Axis Strategic Bond Fund Growth

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.39 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.59%
3 Years7.91%
1 Year10.33%
6 Months5.97%
Fund Details
RiskModerate Risk
Fund TypeMedium Duration
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
5.77% GOI 20308.89%
6.19% Govt Stock 20345.81%
Rural Electrification Corporation Limited4.64%
Embassy Office Parks Reit3.5%
State Bank Of India3.18%
India Grid Trust3.1%
Power Finance Corporation Limited2.99%
Punjab National Bank2.69%
Nuvoco Vistas Corporation Ltd.2.66%
J.K.Cement Limited2.66%

About Axis Strategic Bond Fund

Axis Strategic Bond Fund is an open-ended scheme which invests in debts & money market instruments. The scheme aims to deliver optimal returns in a medium-term timeframe. The Macaulay Duration period of the portfolio is between 3-4 years. The scheme will not make more than 65% investment in Securitized debt.

Pros & Cons of Axis Strategic Bond Fund

Axis Strategic Bond Fund offers the following benefits: 1. The fund is ideal for investors seeking regular returns at lower risks and higher liquidity. 2. The 1-year, 2-year, and 3-year return of the fund are higher than the category average return. 3.The risk-adjusted returns are also higher in the category.

Fund Information and Statistics of Axis Strategic Bond Fund

i) Inception/ Launch date

Axis Strategic Bond Fund was launched on March 28, 2012, by Axis Mutual Fund.

ii) Risk level

Axis Strategic Bond Fund is a moderately-risky investment and suitable for an investment period over 3 years.

iii) Redemption

The redemption request can be made on any business day subject to the NAV price. Proceeds will be dispatched to you by the fund house within 10 working days from the receipt of the redemption request at the Authorized Centre of Axis Mutual Fund.

iv) Fund Manager

Axis Strategic Bond Fund is managed by Mr Devang Shah since November 5, 2012. He is a B. Com & CA and has worked with Deutsche Asset Management (India) Pvt. Ltd. and Price waterhouse Coopers.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if 10% investment is redeemed within one year from the date of allotment. However, 1 % exit load is charged if the remaining investment is redeemed before one year. No exit load is charged if redeemed after one year.

Tax benefits of investing in Axis Strategic Bond Fund

The Short-term capital gain tax as per the income tax slab is levied if sold within 36 months from the date of allotment. A long-term capital gain tax of 20% with indexation will be levied if sold after 36 months.

About Axis Mutual Fund

Axis Mutual Fund is a subsidy of India’s third largest private sector bank, Axis Bank. The fund house strives to help investors achieve their financial goals by encouraging long-term investments in the mutual funds. Axis Mutual Fund serves over 20 lakh customers in 90 cities.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.39 Lakhs in a period of 20 years
Moderate 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