NAV as on 31-03-2025
₹ 30.02
▲0.1%
1D
Inception Returns
8.7%
/yr
Axis Strategic Bond Fund Direct Growth is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Devang Shah, Sachin Jain. This fund is suitable to keep your money safe.
Axis Strategic Bond Fund Direct Growth has given a CAGR return of 8.66% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.40%, 7.79% and 7.71% respectively.
Axis Strategic Bond Fund Direct Growth has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent. Its top holdings are 7.1% Govt Stock 2034, 7.18% Govt Stock 2033, Nirma Limited, Vedanta Limited, Nuvama Wealth Finance Limited 9.75%
As it is a medium duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Strategic Bond Fund Direct Growth has no lock in period.
Expense ratio | 0.55% |
Benchmark | CRISIL Short Term Bond Fund TR INR |
AUM | ₹1934 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 269.27% |
STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | Moderately High risk |
as on (31-Mar-25)
as on (28-Feb-25)
Top 3 Sectors in February were Financial Services, Corporate & Government
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Axis Strategic Bond Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.3% | 1.3% |
6 Month Returns | 4.48% | 4.48% |
1 Year Returns | 9.4% | 9.4% |
3 Years Returns | 25.23% | 7.79% |
5 Years Returns | 44.98% | 7.71% |
AAA | 50.94 |
AA | 38.82 |
A | 10.23 |