Axis Strategic Bond Fund Direct Growth

Axis Strategic Bond Fund Direct Growth

NAV as on 31-03-2025

₹ 30.02

0.1%

1D

Inception Returns

8.7%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
187 people have invested ₹ 17.3L in Axis Strategic Bond Fund Direct Growth in the last three months

About Axis Strategic Bond Fund Direct Growth

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.

Key Parameters

  1. Axis Strategic Bond Fund Direct Growth has ₹1934 Cr worth of assets under management (AUM) as on Feb 2025 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

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.

Holdings

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%

Taxation

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.

Investment objective of Axis Strategic Bond Fund Direct Growth

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Minimum Investment and lockin period

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.

Axis Strategic Bond Fund Direct Growth Overview

Expense ratio0.55%
Benchmark
CRISIL Short Term Bond Fund TR INR
AUM₹1934 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
269.27%
STCGSelling mutual fund within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at slab rates without indexation.
Risk
Risk meter
pointer
Moderately High risk

Trailing Returns

as on (31-Mar-25)

Period
Axis Strategic Bond Fund Direct Growth
Medium Duration Index
1M
1.3%
0.4%
3M
2.6%
1.6%
6M
4.5%
3%
1Y
9.4%
7.2%
3Y
7.8%
6.4%
5Y
7.7%
6.7%

Fund Distribution

as on (28-Feb-25)

  • Equity 0.4%

  • Debt & Cash 99.3%

Sector Allocation

Feb'25

Jan'25

Dec'24

Financial Services
100%
All changes are between Oct'69 and Dec'69
Parameters
Feb'25
Jan'25
Dec'24
AUM
₹ 2K Cr
₹ 2K Cr
₹ 2K Cr
  • AUM of the fund stands at 2K Cr as of Feb'25
  • AUM increased by 5.3 Cr between Feb'25 and Jan'25
Top Stocks bought last month
Mahanagar Telephone Nigam Limited's allocation increased from 2.5% to 2.5%
Mahanagar Telephone Nigam Limited's allocation increased from 2.5% to 2.5%
Top Stocks sold last month
Nirma Limited's allocation decreased from 5.26 % to 3.05 %
Nirma Limited's allocation decreased from 5.26 % to 3.05 %
Aadhar Housing Finance Ltd. 8.65%'s allocation decreased from 2.86 % to 2.79 %
Aadhar Housing Finance Ltd. 8.65%'s allocation decreased from 2.86 % to 2.79 %
DLF Cyber City Developers Ltd. 8.4%'s allocation decreased from 2.85 % to 2.77 %
DLF Cyber City Developers Ltd. 8.4%'s allocation decreased from 2.85 % to 2.77 %
Cash allocation has gone down from 6.3% to 4.7%
Cash allocation has gone down from 6.3% to 4.7%
Debt allocation has gone up from 93% to 94.6%
Debt allocation has gone up from 93% to 94.6%

Top 3 Sectors in February were Financial Services, Corporate & Government

Feb'25
Financial Services
100%
Corporate
53%
Government
43%
Jan'25
Financial Services
100%
Corporate
50%
Government
44%
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Devang Shah
Devang Shah
Fund Manager of Axis Strategic Bond Fund Direct Growth, since 5 November 2012
Sachin Jain
Sachin Jain
Fund Manager of Axis Strategic Bond Fund Direct Growth, since 1 February 2023
Fund House
Axis Asset Management Company Limited
Total Schemes
Total AUM
₹3.22L Cr
as on 28-Feb-2025
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Phone
+912243255161
Website
customerservice@axismf.com

Mutual Fund Insights

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In the last 3 years, Aditya Birla Sun Life Medium Term Plan Direct Plan Growth has given 14.51% return, outperforming this fund by 6.73% per annum.
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In the last 1 year, Aditya Birla Sun Life Medium Term Plan Direct Plan Growth has given 13.85% return, outperforming this fund by 4.44%.
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Over the last 3 months, this fund has increased expense ratio by 22.2% moving from 0.45 to 0.55.
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In the last 5 years, Aditya Birla Sun Life Medium Term Plan Direct Plan Growth has given 12.87% return, outperforming this fund by 5.15% per annum.
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This fund has one of the lowest expense ratio in the category (medium duration). Its expense ratio is 0.55% which is lower than the category average expense ratio of 0.89%.

Axis Strategic Bond Fund Direct Growth Highlights

Risk meter
pointer

Moderately High risk

Investors understand that their principal will be at Moderately High risk
About the fund

About the fund

This fund has delivered an average annual returns of 8.66% since inception which is more than its category average return of 6.3%
Fund Allocations

Fund Allocations

This fund has an allocation of 0.39% in Equity, 94.34% in Debt and 4.99% in Cash related instruments
AUM size ₹1934 Cr

AUM size ₹1934 Cr

This fund has AUM of ₹1934 Cr which is more than its category average of ₹ 1637 Cr
Expense Ratio 0.55%

Expense Ratio 0.55%

This fund has an expense ratio of 0.55% which is less than its category average expense ratio of 1.06%

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5Y CAGR

▲ 7.24

Axis Floater Fund Direct Growth

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3Y CAGR

▲ 8.02

Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth

Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth

1Y CAGR

▲ 9.89

Axis Long Duration Fund Direct Growth

Axis Long Duration Fund Direct Growth

1Y CAGR

▲ 9.69

Axis Dynamic Bond Fund Direct Plan Growth Option

Axis Dynamic Bond Fund Direct Plan Growth Option

5Y CAGR

▲ 6.82

Frequently Asked Questions for Axis Strategic Bond Fund Direct Growth

The current NAV of Axis Strategic Bond Fund Direct Growth is ₹30.02 as on 31-Mar-2025.
Existing (Absolute + CAGR) as on 31-Mar-2025.
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%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.55% as on March 2025
₹1934 Cr as on March 2025
7.1% Govt Stock 2034(15.39%), 7.18% Govt Stock 2033(4.83%), Nirma Limited(3.11%), Vedanta Limited(3.09%), Nuvama Wealth Finance Limited 9.75%(2.98%) as on March 2025
Corporate(56.12%), Government(38.49%), Cash Equivalent(5.01%) as on March 2025
Yield to Maturity is 8.05 as on March 2025. Yield to Maturity is the total return earned on your bond investments if you hold the bond investments till maturity & all bonds' proceeds are reinvested in it.
Modified Duration is 3.53 as on March 2025. Modified Duration tells the sensitivity of the price of a bond to a change in interest rate.
AAA
50.94
AA
38.82
A
10.23
Devang Shah, Sachin Jain are the fund managers of Axis Strategic Bond Fund Direct Growth
The Exit load of Axis Strategic Bond Fund Direct Growth is 1%