Axis Strategic Bond Fund (Debt, Debt Medium Duration)

8 yrs 1 monthsStarted on:28 Mar 2012
₹ 1267.62 Cras on: 31 Mar 2020
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 Month0.46
3 Month2.95
1 YR7.52
2 YR7.41
3 YR7.49

SIP Returns

TenureReturns (CAGR)


Company Name% Assets
GOI 07/10/2029 6.45%6.94
GOI 17/06/2033 7.57%5.34
REC Ltd. 25/06/2029 8.30%4.14
Indian Railway Finance Corpn. Ltd. 06/11/2029 7.55%3.64
Embassy Office Parks REIT 03/06/20223.28
Tata Realty and Infrastructure Ltd. 06/06/2022 8.40%3.13
Coastal Gujarat Power Ltd. 27/08/2023 9.70%2.9
National Highways Authority of India Ltd. 05/02/2029 8.49%2.66
Syndicate Bank 9.95%2.49
Union Bank of India 31/12/2099 9.08%2.38

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation2.24%
Sharpe Ratio0.77

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.