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Axis Strategic Bond Fund Direct IDCW Quarterly

Hybrid
Conservative Hybrid
Moderately High Risk
Payout
9.69%
3Y annualised
-0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Jan 2022₹10.31
Min. SIP amount₹1,000
Rating4
Fund size₹1,841.06Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.1%9.7%9.0%9.7%
Category average14.2%7.4%7.4%NA
Rank with in category10146NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB4.0%
GOI
SovereignGOI Sec4.0%
IDFC First Bank Ltd.
FinancialCD3.9%
GOI
SovereignCGL2.9%
GOI
SovereignCGL2.8%
FinancialNCD2.7%
FinancialNCD2.7%
FinancialNCD2.7%
Food Corporation of India
FMCGNCD2.7%
India Grid Trust
EngineeringNCD2.7%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.56 The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Short Duration Debt 25:75 - in the last 3Y
Lower expense ratio: 0.8%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 374Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 2.11%

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
Jun 2016 - Present
View details
Ashish Naik
Jun 2016 - Present
View details
Sachin Jain
Sep 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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