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Axis Strategic Bond Fund - Growth Option

(Erstwhile Axis Regular Savings Fund - Growth Option)

Category: Debt: Medium Duration
Launch Date: 28-03-2012
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 1.01% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,212.31 Cr As on (31-10-2019)
Turn over: 0.0
NAV as on 11-11-2019

18.7579

0 (0.0117%)

CAGR Since Inception

8.6%

S&P BSE India Bond Index 9.53%

PERFORMANCE of Axis Strategic Bond Fund - Growth Option

Scheme Performance (%) Data as on - 11-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Strategic Bond Fund - Growth Option 7.57 6.81 8.22 - 8.6
S&P BSE India Bond Index 15.93 8.1 9.81 8.84 9.53
Debt: Medium Duration 5.72 5.62 7.19 7.61 7.6

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Devang Shah

Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

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 - 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

riskometer

Key Performance and Risk Statistics of Axis Strategic Bond Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Strategic Bond Fund - Growth Option 3.05 2.3 2.76 0.8 8.14 2.4
Debt: Medium Duration - - - - - -

PEER COMPARISION of Axis Strategic Bond Fund - Growth Option

Period
Data as on - 11-11-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Strategic Bond Fund - Growth Option 28-03-2012 7.57 6.28 6.81 8.22 0.0
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 12-11-2003 11.3 7.74 8.38 8.89 8.36
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option 08-07-2003 10.64 7.25 7.09 7.84 8.16
HDFC Medium Term Debt Fund -Growth Option 06-02-2002 9.53 6.63 6.64 7.83 7.99
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 9.05 8.23 7.21 8.05 0.0
Sundaram Medium Term Bond Fund - Regular Growth 18-12-1997 8.97 5.89 6.12 7.26 7.32
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 8.74 6.2 6.66 7.81 7.95
ICICI Prudential Medium Term Bond Fund-Plan B-Growth 15-09-2004 8.63 6.12 6.57 7.75 8.03
Kotak Medium Term Fund - Growth 21-03-2014 7.67 5.63 6.21 7.97 0.0
L&T Resurgent India Bond Fund - Regular Plan - Growth 30-01-2015 7.67 5.03 5.65 0.0 0.0

PORTFOLIO ANALYSIS of Axis Strategic Bond Fund - Growth Option

Asset Allocation (%)