Axis Strategic Bond Fund - Regular Plan - Growth Option
Category: Debt: Medium Duration
Launch Date: 28-03-2012
AUM:
₹ 2,117.84 Cr
Expense Ratio
1.33%
Benchmark
NIFTY Medium Duration Debt Index A-III
ISIN
INF846K01BP2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 6.39 | 7.79 | 6.8 |
| 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
30.0339
Last change
0.07 (0.2194%)
Fund Size (AUM)
₹ 2,117.84 Cr
Performance
7.97% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Fund Manager
Mr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain
Riskometer
Moderately High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 06.48% GSEC MAT- 06/10/2035 | 7.14 |
| Jubilant Beverages Ltd (31/05/2028) (ZCB) | 3.41 |
| 8.58% GMR Hyderabad International Airport Limited (28/03/2034) | 3.19 |
| 7.18% Tamilnadu State Development Loans (03/12/2033) | 2.99 |
| Jubilant Bevco Ltd (31/05/2028) (ZCB) | 2.9 |
| 9.40% Vedanta Limited (20/02/2027) | 2.9 |
| 8% Adani Power Limited | 2.87 |
| 9.75% Nuvama Wealth Finance Limited (17/01/2028) | 2.8 |
| 9.5% Delhi International Airport Limited (22/03/2034) | 2.67 |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) | 2.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Strategic Bond Reg Gr | 6.8 |
| ABSL Medium Term Gr Reg | 12.04 |
| ICICI Pru Medium Term Bond Gr | 6.82 |
| Kotak Medium Term Gr | 6.55 |
| SBI Medium Duration Fund Reg Plan Gr | 6.34 |
| HDFC Medium Term Debt Gr | 6.23 |
| Nippon India Medium Duration Fund Gr | 6.39 |
| HSBC Medium Duration Fund Reg Gr | 6.14 |
| Bandhan Medium Duration Fund Reg Plan Gr | 5.36 |
| DSP Bond Gr | 6.07 |