Axis Strategic Bond Fund (Debt, Debt Medium Duration)

Moderate
7 yrs 7 monthsStarted on:28 Mar 2012
₹ 1188.34 Cras on: 15 Oct 2019
Mid Term & Long Horizon
1.01%
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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Tenure

TenureReturns (CAGR)
YTD5.05
1 Month0.45
3 Month1.87
1 YR7.47
2 YR6.17
3 YR6.80

SIP Returns

TenureReturns (CAGR)
1 YR6.44
2 YR6.68
3 YR6.63
5 YR7.45

Portfolio

Company Name% Assets
Coastal Gujarat Power Ltd. 27/08/2023 9.70%2.97
National Highways Authority of India Ltd. 05/02/2029 8.49%2.74
Union Bank of India 31/12/2099 9.08%2.46
GOI 28/01/2024 7.32%2.44
JSW Techno Projects Management Ltd. 28/09/20212.33
REC Ltd. 20/12/2021 8.50%2.15
Grasim Industries Ltd. 04/06/2024 7.60%2.12
REC Ltd. 25/06/2024 8.10%2.12
India Grid Trust 03/06/2022 9.10%2.11
LIC Housing Finance Ltd. 29/08/2024 7.78%2.11

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.66%
Beta0.79%
Sharpe Ratio0.31

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.