Scheme Overview
Axis Strategic Bond Fund - Regular Plan - Growth Option
(Erstwhile Axis Regular Savings Fund - Growth Option)
Category: Debt: Medium Duration |
Launch Date: 28-03-2012 |
Asset Class: Fixed Income |
Benchmark: NIFTY Medium Duration Debt Index C-III |
Expense Ratio: 1.06% As on ( 30-09-2024) |
Status: Open Ended for subscription |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,945.2 Cr As on ( 30-09-2024) |
Turn over: |
26.3311
0.04 ( 0.1557% )
8.02%
NIFTY Medium Duration Debt Index C-III8.74%
PERFORMANCE of Axis Strategic Bond Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 09-10-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Axis Strategic Bond Fund - Regular Plan - Growth Option | 9.39 | 6.32 | 7.2 | 7.92 | 8.02 |
Benchmark | - | - | - | - | - |
Debt: Medium Duration | 8.7 | 5.99 | 6.0 | 6.97 | 6.79 |
Yearly Performance (%)
Fund Managers
Devang Shah, Sachin Jain, Akhil Bipin Thakker
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.
RETURNS CALCULATOR for Axis Strategic Bond Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Strategic Bond Fund - Regular Plan - Growth Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Strategic Bond Fund - Regular Plan - Growth Option | 1.34 | 0.32 | 0.47 | 0.69 | 8.09 | 5.53 |
Debt: Medium Duration | - | - | - | - | - | - |
PEER COMPARISION of Axis Strategic Bond Fund - Regular Plan - Growth Option
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 9.39 | 8.02 | 6.32 | 7.2 | 7.92 |
Kotak Medium Term Fund - Growth | 21-03-2014 | 10.32 | 7.78 | 5.96 | 6.55 | 7.29 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 9.41 | 8.02 | 12.99 | 9.31 | 8.41 |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | 08-07-2003 | 9.07 | 7.37 | 4.85 | 5.62 | 6.86 |
HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 8.88 | 7.81 | 5.67 | 6.58 | 0.0 |
Invesco India Medium Duration Fund - Regular - Growth | 17-07-2021 | 8.76 | 7.26 | 4.99 | 0.0 | 0.0 |
HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 8.75 | 7.68 | 5.72 | 6.69 | 7.35 |
Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 8.69 | 7.65 | 5.41 | 0.79 | 3.57 |
ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 8.61 | 7.58 | 6.16 | 7.28 | 7.62 |
Union Medium Duration Fund - Regular Plan - Growth Option | 14-09-2020 | 8.6 | 7.43 | 4.99 | 0.0 | 0.0 |