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Axis Strategic Bond Fund IDCW Quarterly+0.11%

19.38%
1 Year Return
Debt
Conservative
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Strategic Bond Fund IDCW Quarterly

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.06%
NAV₹10.45 (16 Apr 2021)
Fund Started30 Mar 2012
Fund Size1,349 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.4%
6.2%
7.0%
7.9%
Category Average
15.8%
5.9%
7.4%
-
Rank Within Category
9
19
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 19.4% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.33%
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Bajaj Finance Ltd.FinancialEquity1.5%

Fund Managers

Devang Shah
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Ashish Naik
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Axis Strategic Bond Fund IDCW Quarterly Details

Axis Strategic Bond Fund IDCW Quarterly is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 30 Mar 2012. Devang Shah, Ashish Naik is the Current Fund Manager of Axis Strategic Bond Fund IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹1,349 Cr and the Latest NAV as of 16 Apr 2021 is ₹10.45.

The Axis Strategic Bond Fund IDCW Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.

Investment Objective

The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Tax Implications

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

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
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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