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: 1.03% As on ( 31-05-2024)
Status: Open Ended for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,931.97 Cr As on ( 31-05-2024)
Turn over:
NAV as on 14-06-2024

25.5499

0.01 ( 0.0297% )

CAGR Since Inception

7.98%

NIFTY Medium Duration Debt Index C-III

8.74%

PERFORMANCE of Axis Strategic Bond Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 14-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Strategic Bond Fund - Regular Plan - Growth Option 7.17 5.86 7.19 7.82 7.98
Benchmark - - - - -
Debt: Medium Duration 6.54 5.93 5.88 7.28 6.66

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 8.18 5.29
Debt: Medium Duration - - - - - -

PEER COMPARISION of Axis Strategic Bond Fund - Regular Plan - Growth Option

Period :
Data as on - 14-06-2024
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 7.17 7.57 5.86 7.19 7.82
Kotak Medium Term Fund - Growth 21-03-2014 7.64 6.93 5.42 6.38 7.18
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 7.11 15.44 12.43 8.81 8.34
HSBC Medium Duration Fund - Regular Growth 02-02-2015 6.93 7.31 5.17 6.46 0.0
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 6.8 7.5 5.68 7.26 7.59
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 6.8 7.46 5.5 7.24 8.23
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 6.69 7.21 5.23 6.57 7.29
DSP Bond Fund - Growth 29-04-1997 6.63 7.18 4.95 6.1 6.47
BARODA BNP PARIBAS Medium Duration Fund - Regular Plan - Growth Option 05-03-2014 6.42 7.46 0.0 0.0 0.0
Invesco India Medium Duration Fund - Regular - Growth 17-07-2021 6.36 6.69 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Strategic Bond Fund - Regular Plan - Growth Option

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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