Axis Strategic Bond Fund - Regular Plan - Growth Option
Category: Debt: Medium Duration
Launch Date: 28-03-2012
AUM:
₹ 1,970.65 Cr
Expense Ratio
1.09%
Benchmark
NIFTY Medium Duration Debt Index C-III
ISIN
INF846K01BP2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Sachin Jain, Akhil Bipin Thakker
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 6.94 | 5.87 | 6.76 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
25.3427
Last change
0.02 (0.0635%)
Fund Size (AUM)
₹ 1,970.65 Cr
Performance
7.96% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Devang Shah, Sachin Jain, Akhil Bipin Thakker
Riskometer
Moderately High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% GOI 24/07/2037 | 6.87 |
| 7.26% GOI 06/02/2033 | 6.04 |
| 7.18% GOI 14/08/2033 | 4.66 |
| 7.32% GOI 13/11/2030 | 4.34 |
| Others | 3.68 |
| 7.23% GOI 15/04/2039 | 3.3 |
| 8.5% Nirma Ltd. 07/04/2027 | 3.05 |
| 8.4% DLF Cyber City Developers Ltd. 18/06/2027 | 2.79 |
| 8.65% Aadhar Housing Finance [Merged] 21/08/2027 | 2.79 |
| 8.47% Tata Projects Ltd. 20/11/2026 | 2.59 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 28.85 |
| Sovereign | 26.79 |
| Construction | 11.85 |
| Others | 11.4 |
| Consumer Staples | 5.33 |
| Communication | 4.58 |
| Capital Goods | 3.16 |
| Energy | 2.18 |
| Services | 2.09 |
| Automobile | 2.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Strategic Bond Reg Gr | 6.76 |
| Kotak Medium Term Gr | 6.04 |
| HSBC Medium Duration Fund Reg Gr | 6.48 |
| ICICI Pru Medium Term Bond Gr | 7.35 |
| SBI Magnum Medium Duration Reg Gr | 7.45 |
| DSP Bond Gr | 5.19 |
| HDFC Medium Term Debt Gr | 6.72 |
| ABSL Medium Term Gr Reg | 8.68 |
| BARODA BNP PARIBAS Medium Duration Fund Gr | 0.0 |
| Invesco India Medium Duration Fund Reg Gr | 0.0 |