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Scheme Overview

Axis Strategic Bond Fund - Regular Plan - Growth Option

(Erstwhile Axis Regular Savings Fund - Growth Option)

Category: Debt: Medium Duration
Launch Date: 28-03-2012
Asset Class: Fixed Income
Benchmark: NIFTY Medium Duration Debt Index C-III
Expense Ratio: 1.09% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,985.48 Cr As on (31-03-2024)
Turn over:
NAV as on 02-05-2024

25.2412

0.02 (0.0963%)

CAGR Since Inception

7.95%

NIFTY Medium Duration Debt Index C-III 8.7%

PERFORMANCE of Axis Strategic Bond Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 02-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Strategic Bond Fund - Regular Plan - Growth Option 6.94 5.82 6.74 7.97 7.95
Benchmark - - - - -
Debt: Medium Duration 6.27 5.88 5.71 7.42 6.6

Fund Managers

Devang Shah, Sachin Jain, Akhil Bipin Thakker

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.

RETURNS CALCULATOR for Axis Strategic Bond Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Strategic Bond Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Strategic Bond Fund - Regular Plan - Growth Option 1.3 0.57 0.71 0.68 8.24 5.27
Debt: Medium Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Strategic Bond Reg Gr 28-03-2012 6.94 6.5 5.82 6.74 7.97
Kotak Medium Term Gr 21-03-2014 6.89 5.66 5.44 6.03 7.26
HSBC Medium Duration Fund Reg Gr 02-02-2015 6.72 5.92 5.11 6.43 0.0
ICICI Pru Medium Term Bond Gr 15-09-2004 6.69 6.45 5.74 7.33 7.71
SBI Magnum Medium Duration Reg Gr 12-11-2003 6.69 6.27 5.45 7.46 8.6
DSP Bond Gr 29-04-1997 6.56 6.01 5.02 5.16 6.64
HDFC Medium Term Debt Gr 06-02-2002 6.5 5.87 5.31 6.7 7.36
ABSL Medium Term Gr Reg 25-03-2009 6.44 14.19 12.26 8.61 8.39
BARODA BNP PARIBAS Medium Duration Fund Gr 05-03-2014 6.41 6.25 0.0 0.0 0.0
UTI Medium Duration Fund Reg Gr 30-03-2015 6.09 5.54 5.66 4.27 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Strategic Bond Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)