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Axis Strategic Bond Fund - Regular Plan - Growth Option

Fund House:
Axis Mutual Fund
Category:
Debt: Medium Duration
Status:
Open Ended Schemes
Launch Date:
28-03-2012
ISIN Number:
INF846K01BP2
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
1937.75
Nav (20-12-2024)
26.6614
CAGR Since Inception:
8
Benchmark:
NIFTY Medium Duration Debt Index A-III
Expense Ratio (30-11-2024)::
1.06 %
Risko-Meter:
Moderately High
Exit Load:
If redeemed/switchout within 12 mnths from the date of alltmnt for 10% of inv.ment:Nil on FIFO, for remaining inv.ment: 1% w.e.f 30/06/2016. 1% if redeemed/switchout within 12 mnths from the date of alltmnt. -NIL w.e.f 15/05/2015. -1% if redeemed/switchout within 12 mnths from date of alltmnt w.e.f 01/01/2015, :0.50% if redeemed/switchout within 3 mnths from date of alltmnt w.e.f 01/10/2014. 1% if units are redeemed/switched out within 12 Months from the date of allotment w.e.f 19/04/2012. 0.75% if redeemed/switched out within 12 Months from date of allotment w.e.f. 28/03/2012. Axis Regular Savings Fund has been renamed as Axis Strategic Bond Fund wef 18/05/2018.
Asset Class
Fixed Income
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Strategic Bond Fund - Regular Plan - Growth Option 8.6 7.89 6.5 7.07 7.53
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 10.33 8.58 13.73 11.28 8.4
Kotak Medium Term Fund - Growth 8.75 7.4 5.96 6.28 7.05
Nippon India Strategic Debt Fund - Growth Option 8.2 7.58 5.69 1.25 3.38
HSBC Medium Duration Fund - Regular Growth 8.17 7.53 5.8 6.38 0
SBI Magnum Medium Duration Fund - Regular Plan - Growth 8.04 7.61 6.16 6.98 8.02
HDFC Medium Term Debt Fund - Growth Option 7.99 7.33 5.78 6.53 7.17
ICICI Prudential Medium Term Bond Fund - Growth 7.93 7.45 6.3 7.01 7.45
Invesco India Medium Duration Fund - Regular - Growth 7.79 6.93 5.1 0 0
DSP Bond Fund - Growth 7.72 7.3 5.78 6.17 6.18
Fund Manager
Devang Shah, Sachin Jain, Akhil Bipin Thakker:
Scheme Objective
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. :
Riskometer : Moderately High
Risko-meter
Return Analysis
Based On Axis Strategic Bond Fund - Regular Plan - Growth Option BSE India Bond Index Debt: Medium Duration
CAGR since inception 8.00% 8.74% 6.83%
1 Year 8.60% 7.49% 8.02%
3 Year 6.50% 5.99% 6.16%
5 Year 7.07% 7.41% 6.09%
10 Year 7.53% 8.41% 6.73%
Nav / Index Value as on2024-12-22 1,937.75% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 4.13
Debt 91.68
Mutual Funds 0.26
Cash & Cash Equivalents 3.94
Company Holding
TATA CAPITAL HOUSING FINANCE LIMITED 1.29
INDIA GRID TRUST 1.02
AADHAR HOUSING FINANCE LIMITED 0.93
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED 0.78
STATE BANK OF INDIA 0.51
SK FINANCE LIMITED 0.17
PUNJAB NATIONAL BANK 0.15
KOGTA FINANCIAL (INDIA) LIMITED 0.13
7.26% Government of India (22/08/2032) 0.11
NATIONAL HIGHWAYS AUTHORITY OF INDIA 0.06
FAQ's of Axis Strategic Bond Fund - Regular Plan - Growth Option
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Axis Strategic Bond Fund - Regular Plan - Growth Option