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Axis Strategic Bond Fund(H-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.45 | 7.82 | 5.23 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 7.53 | 4.08 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
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
DebtMedium Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Strategic Bond Fund(H-IDCW) | 2.02% | -0.23% | 0.70% |
| SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.62% | 6.73% | 6.17% |
| ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.44% | 0.82% | 0.72% |
| HDFC Medium Term Debt Fund(FN-IDCW Reinv) | -0.54% | -0.03% | -0.41% |
Price Comparison
Compare Axis Strategic Bond Fund(H-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 6.79% Government of India (07/10/2034)3M change : 9.95 %|
Holdings
9.95 %
9.95 % - 7.1% Government of India (08/04/2034)3M change : 6.08 %|
Holdings
7.96 %
6.08 % - 6.92% Government of India (18/11/2039)3M change : 6.80 %|
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.
|
Exp: 9yrs
Akhil Thakker
AUM: ₹2,342.56 Cr.
|
Exp: —
Sachin Jain
AUM: ₹71,986.06 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Monthly Investment Amt. (₹)
Investment period (years)
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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%