Axis Strategic Bond Fund - Regular Plan - Growth Option

(Erstwhile Axis Regular Savings Fund - Growth Option)
Fund House: Axis Mutual Fund
Category: Debt: Medium Duration
Launch Date: 28-03-2012
Asset Class: Fixed Income
Benchmark: NIFTY Medium Duration Debt Index A-III
TER: 1.16% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,986.43 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | 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.

27.3523

8.04%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.34
Sharpe Ratio 0.32
Alpha 0.47
Beta 0.69
Yield to Maturity 8.05
Average Maturity 5.0

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 8.72 8.37 7.06 6.97 7.48
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 13.03 10.21 13.71 12.08 8.59
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 8.56 8.39 6.32 7.63 3.33
HSBC Medium Duration Fund - Regular Growth 02-02-2015 8.53 8.12 6.56 6.33 7.01
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 8.47 8.03 7.0 6.96 7.43
DSP Bond Fund - Growth 29-04-1997 8.43 8.09 6.53 6.23 6.12
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 8.31 8.04 6.78 6.85 7.95
Kotak Medium Term Fund - Growth 21-03-2014 8.27 8.3 6.45 6.42 7.04
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 8.2 7.91 6.41 6.51 7.17
Invesco India Medium Duration Fund - Regular - Growth 17-07-2021 7.96 7.51 5.84 - -

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.96%

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