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Axis Strategic Bond Fund

Axis Strategic Bond Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.28

as on 20 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,700 today.

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NAV Performance

Axis Strategic Bond Fund performance graph for last 3 years
Performance of Axis Strategic Bond Fund for last 3 Years

Fund Information

  • ₹ 21.897

    as on 20 Sep 2021
  • Regular - Growth

  • 4 / 14

  • ₹ 5,000

  • ₹ 1,519 Cr.

    as on 20 Sep 2021
  • 1.06%

    since 31 May 2021
  • 28 Mar 2012

  • Debt - Medium Duration Fund

  • CRISIL 10 Year Gilt Index

  • Axis mutual fund

    Show All Funds

Highlights of this fund

Axis Strategic Bond Fund is an Open-ended Debt Fund. The fund belongs to Medium Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Mar 2012. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. You can also view here all other Debt funds offered by Axis mutual fund.

Latest NAV of the fund is ₹ 21.897 as on 20 Sep 2021.

This fund has 9 years of track record. Since 31 May 2021 expense ratio of this fund is 1.06%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

List of Fund Managers of Axis Strategic Bond Fund

  • About Devang Shah

    Picture of Devang ShahDevang Shah is the Deputy Head - Fixed Income at Axis AMC. His core responsibilities include managing top quartile performance for all funds along with managing client relationship. Devang joined Axis AMC on October 2012 as a Fund Manager and was promoted to Deputy Head in June 2018. He has been actively involved in the ideation, sourcing and investment strategy for fixed income funds. Prior to this, Devang was working with ICICI Prudential AMC as a Fund Manager from April 2008 till October 2012. His primary responsibilities include – 1. Analysing domestic fixed income markets, provide views on interest rate, credit environment & domestic monetary aggregates 2. Managing portfolio and trading in Debt & Money Market Instruments 3. Analysing various credit structures (LAS, ABS Pools, LAP) and credit exposures for the fund house. He has also worked with Deutsche AMC and PwC in past.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.26% 0.94% 15.32% 17.29% 21.05% 9.27% 9.81% 8.80% 9.40% 28.28% 8.90% 8.91% 8.71% 9.29%
Category Average 0.19% 0.73% 2.63% 4.88% 7.56% 6.45% 5.97% 5.96% 7.84% 7.79% 6.95% 6.32% 5.78% 7.39%
Axis Strategic Bond Fund 0.24%₹ 10,023 0.84%₹ 10,083 1.93%₹ 10,192 4.34%₹ 10,433 7.68%₹ 10,767 7.21%₹ 12,463 8.77%₹ 11,832 8.09%₹ 26,053 8.28%₹ 12,700 8.16%₹ 40,725 7.73%₹ 14,515 7.80%₹ 73,063 - -
SBI Magnum Medium Duration Fund 0.19%₹ 10,019 0.63%₹ 10,062 1.69%₹ 10,168 3.98%₹ 10,397 6.83%₹ 10,682 5.99%₹ 12,385 9.27%₹ 11,942 7.87%₹ 25,995 9.81%₹ 13,246 8.91%₹ 41,179 8.80%₹ 15,252 8.71%₹ 74,748 9.40%₹ 24,564 9.29%₹ 1,94,121
HDFC Medium Term Debt Fund 0.17%₹ 10,016 0.81%₹ 10,080 1.96%₹ 10,196 4.66%₹ 10,465 7.97%₹ 10,796 7.38%₹ 12,474 8.47%₹ 11,768 8.11%₹ 26,057 8.68%₹ 12,841 8.38%₹ 40,858 7.52%₹ 14,370 7.86%₹ 73,165 8.38%₹ 22,378 8.13%₹ 1,82,599
ICICI Prudential Medium Term Bond Fund 0.21%₹ 10,020 0.87%₹ 10,087 1.87%₹ 10,186 4.58%₹ 10,458 8.37%₹ 10,836 7.57%₹ 12,486 9.26%₹ 11,941 8.59%₹ 26,181 8.76%₹ 12,870 8.86%₹ 41,152 7.68%₹ 14,480 8.12%₹ 73,641 8.45%₹ 22,518 8.30%₹ 1,84,249
IDFC Bond Fund - Medium Term Plan 0.26%₹ 10,025 0.69%₹ 10,068 1.53%₹ 10,153 3.53%₹ 10,352 5.03%₹ 10,502 4.70%₹ 12,303 7.31%₹ 11,518 6.06%₹ 25,532 8.44%₹ 12,755 7.17%₹ 40,131 7.22%₹ 14,170 7.27%₹ 72,100 8.02%₹ 21,647 7.69%₹ 1,78,364
Kotak Medium Term Fund 0.16%₹ 10,015 0.94%₹ 10,093 2.21%₹ 10,220 5.10%₹ 10,510 7.79%₹ 10,779 7.43%₹ 12,477 7.79%₹ 11,620 7.66%₹ 25,942 7.31%₹ 12,361 7.47%₹ 40,313 6.83%₹ 13,918 6.95%₹ 71,519 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Strategic Bond Fund as on 21 Sep 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    92.50%
  • Others Holdings:

    7.50%

Top Debt Instrument Type holdings of Axis Strategic Bond Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 63.28% ₹ 960.95 Cr.
GOI 25.46% ₹ 386.66 Cr.
PTC 3.76% ₹ 57.22 Cr.
Others 7.50% -

Top Debt Holdings of Axis Strategic Bond Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 25.46% ₹ 386.66 Cr.
Bond - National Bank for Agriculture & Rural Development 4.29% ₹ 65.13 Cr.
Bond - Power Finance Corporation Ltd. 3.74% ₹ 56.78 Cr.
Bond - State Bank Of India 3.24% ₹ 49.18 Cr.
Bond - G R Infraprojects Ltd. 3.17% ₹ 48.10 Cr.
Others 60.10%

Other Holdings

Holding TypeHolding Percentage
TREPS 7.08%
Net Receivables 0.43%
Interest Rate Swaps -0.01%