Axis Strategic Bond Fund Regular Growth

Debt
Medium Duration
Moderately High Risk
6.49%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹26.66
Min. SIP amountNot Supported
Rating4
Fund size₹1,945.49Cr

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 returns8.6%6.5%7.1%8.0%
Category average8.0%6.2%6.0%NA
Rank with in category322NA
Understand terms

Peer Comparison

Debt, Medium Duration fundsRating1Y3YFund Size(Cr)
5
10.3%13.7%1,920.74
4
8.6%6.5%1,945.49
4
7.9%6.3%5,983.44
4
8.0%6.2%6,799.91
3
7.7%5.8%374.57

Holdings (62)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.95%
GOI
SovereignGOI Sec7.96%
GOI
SovereignGOI Sec6.80%
GOI
SovereignGOI Sec5.30%
SovereignGOI Sec5.12%
Nirma Ltd.
Consumer StaplesDebenture3.13%
Aadhar Housing Finance Ltd
FinancialDebenture2.86%
DLF Cyber City Developers Ltd.
ConstructionNCD2.85%
Mahanagar Telephone Nigam Ltd.
CommunicationNCD2.50%
Tata Projects Ltd.
ConstructionDebenture2.39%
Consumer StaplesDebenture2.32%
Aditya Birla Digital Fashion Ventures Ltd.
ServicesDebenture2.07%
DLF Home Developers Ltd
ServicesDebenture2.07%
FinancialNCD2.06%
Renserv Global Pvt Ltd.
OthersDebenture2.06%
Vistaar Financial Services Pvt. Ltd.
FinancialDebenture2.05%
Profectus Capital Private Ltd.
ConstructionDebenture2.02%
SovereignGOI Sec1.92%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD1.82%
ConstructionDebenture1.80%
Tyger Capital Pvt. Ltd.
FinancialDebenture1.75%
Bihar State
OthersSDL1.60%
Spandana Sphoorty Financial Ltd.
FinancialDebenture1.59%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture1.58%
Capital GoodsDebenture1.30%
JM Financial Credit Solutions Ltd.
FinancialDebenture1.30%
Torrent Power Ltd.
EnergyDebenture1.30%
FinancialDebenture1.29%
Shriram Housing Finance Ltd.
FinancialNCD1.29%
ConstructionNCD1.29%
Tata Capital Housing Finance Ltd.
FinancialBonds1.29%
SovereignGOI Sec1.10%
FinancialDebenture1.03%
India Grid Trust
Capital GoodsNCD1.02%
FinancialDebenture0.93%
GOI
SovereignGOI Sec0.86%
Infopark Properties Ltd.
ConstructionDebenture0.78%
TVS Holdings Ltd.
AutomobileDebenture0.78%
ConstructionDebenture0.78%
AutomobileDebenture0.78%
Vajra Trust
OthersSecuritised Debt0.68%
ConstructionREITs0.52%
FinancialAdditional Tier 2 Bo0.51%
Veritas Finance Private Ltd.
FinancialDebenture0.26%
FinancialDebenture0.17%
SovereignGOI Sec0.16%
FinancialAdditional Tier 2 Bo0.15%
FinancialDebenture0.13%
SovereignGOI Sec0.11%
Karnataka State
OthersSDL0.10%
GOI
SovereignGOI Sec0.08%
ServicesNCD0.06%
SovereignGOI Sec0.05%
REC Ltd.
FinancialNCD0.03%
SovereignGOI Sec0.03%
SovereignGOI Sec0.03%
GOI
SovereignGOI Sec0.02%
GOI
SovereignCGL0.02%
Nomura Fixed Income Securities Pvt. Ltd.
FinancialIRS0.01%
ConstructionDebenture0.01%
GOI
SovereignCGL0.00%
GOI
SovereignGOI Sec0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.06%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Devang Shah
Nov 2012 - 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

Akhil Bipin Thakker
Feb 2023 - Present
View details

Education
Mr. Thakker has done MBA in Finance from K J Somaiya Institute of Management
Experience
Prior to joining Axis Mutual Fund, he has worked with CRISIL Ltd and Credit Analysis & Research Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
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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