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Axis Strategic Bond Fund

Growth
29.200.01% (-0.00)

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Axis Strategic Bond Fund

Growth
DebtMedium Duration Fund
Mid-size FundAssets Under Mgmt: ₹ 1,925 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
29.200.01% (-0.00)

Price Chart

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Returns
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SIP
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DebtMedium Duration Fund
Mid-size FundAssets Under Mgmt: ₹ 1,925 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.457.825.27
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.017.534.08

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investment and 1% for remaining investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY Medium Duration Debt Index

About Medium Duration Fund

Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.

Peers & Comparison

Comparing 3 mutual funds from 
DebtMedium Duration Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Strategic Bond Fund9.30%7.22%8.62%
SBI Magnum Medium Duration Fund8.62%6.72%8.98%
ICICI Pru Medium Term Bond Fund8.62%7.00%8.49%
HDFC Medium Term Debt Fund8.72%6.51%8.18%

Price Comparison

Compare Axis Strategic Bond Fund with any MF, ETF, stock or index
Compare Axis Strategic Bond Fund with any MF, ETF, stock or index
Axis Strategic Bond Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+3 moreREITs & InvITSecured DebtCash & EquivalentsGovernment SecuritiesCorporate Debt0.44%0.52%0.68%3.94%41.21%53.21%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+10 moreHome FinancingOthersInvestment Banking & BrokerageSpecialized FinanceG-Sec23.04 %6.37 %7.39 %10.35 %11.64 %41.21 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2438.73%38.64%31.54%36.09%34.56%41.21%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 6.79% Government of India (07/10/2034)
    Sovereign
    3M change : 9.95 %|Sovereign

    Holdings

    9.95 %

    9.95 %
  • 7.1% Government of India (08/04/2034)
    Sovereign
    3M change : 6.08 %|Sovereign

    Holdings

    7.96 %

    6.08 %
  • 6.92% Government of India (18/11/2039)
    Sovereign
    3M change : 6.80 %|Sovereign

    Holdings

    6.80 %

    6.80 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,17,448.36 Cr.

Fund Manager Profile

Devang Shah

AUM:  ₹90,320.02 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Akhil Thakker

AUM:  ₹2,342.56 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Sachin Jain

AUM:  ₹71,986.06 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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Learn all about Axis Strategic Bond Fund with Sachin Jain | #FundInFocus

3 months ago•Axis Mutual Fund