Fund Details
Axis Strategic Bond Fund Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.06% |
| NAV | ₹20.87 (27 Nov 2020) |
|---|---|
| Fund Started | 30 Mar 2012 |
| Fund Size | ₹943 Cr |
Returns
as per Historical Returns
Comparison
1. 5Y Returns are higher than the benchmark
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Risk is higher compared to the benchmark
2. 1Y Returns are lower than the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 8.9% |
| GOI | Sovereign | GOI Sec | 5.8% |
| REC Ltd. | Financial | NCD | 4.6% |
| Embassy Office Parks REIT | Construction | NCD | 3.5% |
| State Bank of India | Financial | Debenture | 3.2% |
| India Grid Trust | Engineering | Debenture | 3.1% |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 3.0% |
| Punjab National Bank | Financial | Debenture | 2.7% |
| NUVOCO Vistas Corp Ltd. | Construction | Debenture | 2.7% |
| JK Cement Ltd | Construction | Debenture | 2.7% |
Fund Managers
Axis Strategic Bond Fund Growth Details
Axis Strategic Bond Fund Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 30 Mar 2012. Devang Shah is the Current Fund Manager of Axis Strategic Bond Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹943 Cr and the Latest NAV as of 27 Nov 2020 is ₹20.87.
The Axis Strategic Bond Fund Growth is rated Moderate 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.
