Axis Strategic Bond Fund (Debt, Debt Medium Duration)

7 yrs 8 monthsStarted on:28 Mar 2012
₹ 1212.31 Cras on: 20 Nov 2019
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
1 Month1.08
3 Month2.25
1 YR7.85
2 YR6.53
3 YR6.68

SIP Returns

TenureReturns (CAGR)
1 YR7.44
2 YR7.31
3 YR7.01
5 YR7.62


Company Name% Assets
GOI 08/04/2026 7.27%7.31
Hindustan Petroleum Corpn. Ltd. 15/12/2022 6.80%4.15
GOI 07/10/2029 6.45%3.71
GOI 14/01/2029 7.26%3.48
GOI 17/06/2033 7.57%3.03
Coastal Gujarat Power Ltd. 27/08/2023 9.70%2.94
National Highways Authority of India Ltd. 05/02/2029 8.49%2.7
Union Bank of India 31/12/2099 9.08%2.43
JSW Techno Projects Management Ltd. 28/09/20212.31
India Grid Trust 03/06/2022 9.10%2.1

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation2.68%
Sharpe Ratio0.39

Devang Shah,Dhaval Patel

Mr. Shah is B.Com and ACA.Mr. Patel has done IBS from Hyderabad
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.Prior to joining Axis Mutual Fund he has worked with Credit Analysis & Research Ltd.