Axis Strategic Bond Fund Direct Growth

Debt
Medium Duration
Moderate Risk
7.47%
3Y annualised
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹24.37
Min. SIP amount₹1,000
Rating4
Fund size₹1,660.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.8%7.5%7.2%8.6%
Category average2.9%5.0%5.4%NA
Rank with in category334NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec13.4%
GOISovereignGOI Sec9.1%
GOI
SovereignGOI FRB5.1%
GOI
SovereignGOI Sec4.8%
National Bank For Agriculture & Rural Development
FinancialCP2.9%
Pune Solapur Expressways Pvt Ltd.ConstructionDebenture2.3%
Telesonic Network Ltd.CommunicationDebenture1.8%
DLF Cyber City Developers Ltd.ConstructionDebenture1.8%
JM Financial Credit Solutions Ltd.FinancialDebenture1.6%
Muthoot Finance Ltd.FinancialDebenture1.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

Inclusive of GST

Exit load

Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹1,000

Fund management

Devang Shah
Jan 2013 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Kaustubh Sule
Nov 2021 - Present
View details

Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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