Axis Strategic Bond Fund - Regular Plan - Growth Option
Expense Ratio: 1.33
Risk: Moderately High
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: NIFTY Medium Duration Debt Index A-III
Inception: 09-03-2012
Exit Load: Nil
Fund Size:₹2,056.64 Cr
Performance
1Y
Fund6.15%
Cat. Avg.5.54%
2Y
Fund7.85%
Cat. Avg.7.54%
3Y
Fund7.73%
Cat. Avg.7.32%
5Y
Fund6.78%
Cat. Avg.6.64%
10Y
Fund7.38%
Cat. Avg.6.46%
SI
Fund7.95%
Cat. Avg.6.96%
Fund Facts
Manager(s)
Mr. Sachin Jain
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 6.94% Government of India (11/05/2036) | 205.44 | 9.69% |
| 2 | Jubilant Beverages Limited (31/05/2028) (ZCB) | 72.01 | 3.40% |
| 3 | 8.58% GMR Hyderabad International Airport Limited (28/03/2034) | 67.19 | 3.17% |
| 4 | 7.18% Tamilnadu State Development Loans (03/12/2033) | 63.05 | 2.97% |
| 5 | Jubilant Bevco Limited (31/05/2028) (ZCB) | 61.09 | 2.88% |
| 6 | 9.40% Vedanta Aluminium Metal Limited (20/02/2027) | 60.30 | 2.84% |
| 7 | 8% Adani Power Limited (27/01/2028) | 60.02 | 2.83% |
| 8 | 9.75% Nuvama Wealth Finance Limited (17/01/2028) | 57.83 | 2.73% |
| 9 | 9.5% Delhi International Airport Limited (22/03/2034) | 56.93 | 2.69% |
| 10 | 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) | 54.85 | 2.59% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62019 | +3.4% | +6.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.3% | +7.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.01 L. | +11.9% | +7.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.61 L. | +20.3% | +7.5% |
| 10Y | 08 Aug, 16 | 6 L. | 8.65 L. | +44.2% | +7.2% |
| SI | 09 Apr, 12 | 8.60 L. | 15.15 L. | +76.2% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.06 L. | +6.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.16 L. | +16.2% | +7.8% |
| 3Y | 20 Jul, 23 | 1 L. | 1.25 L. | +25.0% | +7.7% |
| 5Y | 20 Jul, 21 | 1 L. | 1.39 L. | +38.8% | +6.8% |
| 10Y | 20 Jul, 16 | 1 L. | 2.04 L. | +103.7% | +7.4% |
| SI | 03 Apr, 12 | 1 L. | 2.99 L. | +198.6% | +8.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.