Axis Strategic Bond Fund Direct Growth

Axis Strategic Bond Fund Direct Growth

Debt

Axis Mutual Fund

Medium Duration

Get the latest NAV of Axis Strategic Bond Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹30.47

NAV as on 09 May 2025

8.71%/per year

Since Inception

Absolute Gain%

▲▼

163 people have invested ₹ 19.3L in Axis Strategic Bond Fund Direct Growth in the last three months

Fund Performance

as on (09-May-25)

Period
This Fund
Medium Duration Index
1 Month
0.78%
0.64%
3 Months
3.18%
2.83%
6 Months
5.23%
4.46%
1 Year
10.42%
9.24%
3 Years
8.71%
8.11%
5 Years
7.97%
7.4%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Strategic Bond Fund
1/8
1,930Cr
0.53%
10.42%
8.71%
8.71%
ICICI Prudential Medium Term Bond Fund Direct Growth
2/8
5,720Cr
0.74%
10.03%
8.57%
8.58%
Kotak Medium Term Fund Direct Growth
3/8
1,766Cr
0.67%
10.77%
8.58%
8.55%
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund 2026 Dir Direct Growth
5/39
7,557Cr
0.2%
8.1%
7.44%
6.39%
See all

Axis Strategic Bond Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Axis Strategic Bond Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 0.4%

Debt & Cash 99.4%

Cash allocation has gone up from 4.7% to 7.9%
Cash allocation has gone up from 4.7% to 7.9%
Debt allocation has gone down from 94.6% to 91.4%
Debt allocation has gone down from 94.6% to 91.4%

Axis Strategic Bond Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 0.4%

Debt & Cash 99.4%

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

Mar'25

Financial Services

100%

Corporate

58%

Government

34%

Feb'25

Financial Services

100%

Corporate

53%

Government

43%

Axis Strategic Bond Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.53%
Benchmark
Nifty Medium Duration Debt Index TR INR
AUM₹1930 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

About Axis Strategic Bond Fund

Axis Strategic Bond Fund Direct Growth is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Jain, Devang Shah. This fund is suitable to keep your money safe.

Key Parameters

  1. Axis Strategic Bond Fund Direct Growth has ₹1930 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
  2. The fund has an expense ratio 0.5.

Returns

Axis Strategic Bond Fund Direct Growth has given a CAGR return of 8.71% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.42%, 8.71% and 7.97% 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, 6.79% Govt Stock 2034, 7.58% LIC Housing Finance Limited (23/03/2035), Nirma Limited, Vedanta Limited

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.

Fund Manager

Sachin Jain

Fund Manager of Axis Strategic Bond Fund Direct Growth, since 1 February 2023

Devang Shah

Fund Manager of Axis Strategic Bond Fund Direct Growth, since 5 November 2012

Learn more about Axis Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 1.9K Cr
₹ 2K Cr
₹ 2K Cr
  • AUM of the fund stands at 1.9K Cr as of Mar'25
  • AUM decreased by 88.1 Cr between Mar'25 and Feb'25

Frequently Asked Questions for Axis Strategic Bond Fund Direct Growth

What is the current NAV of Axis Strategic Bond Fund Direct Growth?

The current NAV of Axis Strategic Bond Fund Direct Growth is ₹30.47 as on 09-May-2025.

What are the average returns of Axis Strategic Bond Fund Direct Growth?

Existing (Absolute + CAGR) as on 09-May-2025.
Axis Strategic Bond Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0.78%
0.78%
6 Month Returns
5.23%
5.23%
1 Year Returns
10.42%
10.42%
3 Years Returns
28.49%
8.71%

How do I invest in Axis Strategic Bond Fund Direct Growth?

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.

What is the expense ratio of Axis Strategic Bond Fund Direct Growth?

0.53% as on April 2025

What is net assets under management (AUM) of Axis Strategic Bond Fund Direct Growth?

₹1930 Cr as on April 2025

What are the top 5 holdings of Axis Strategic Bond Fund Direct Growth?

7.1% Govt Stock 2034(16.96%), 6.79% Govt Stock 2034(9.09%), 7.58% LIC Housing Finance Limited (23/03/2035)(3.18%), Nirma Limited(3.15%), Vedanta Limited(3.11%) as on April 2025

What are the top 3 sectors that this Axis Strategic Bond Fund Direct Growth has invested in?

Corporate(55.4%), Government(40.47%), Cash Equivalent(3.78%) as on April 2025

What is the yield to maturity ratio of Axis Strategic Bond Fund Direct Growth?

Yield to Maturity is 8.03 as on April 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.

What is the modified duration of Axis Strategic Bond Fund Direct Growth?

Modified Duration is 3.43 as on April 2025. Modified Duration tells the sensitivity of the price of a bond to a change in interest rate.

What is the credit rating breakup of Axis Strategic Bond Fund Direct Growth?

AAA
46.7
AA
42.45
A
10.85

Who is the manager of Axis Strategic Bond Fund Direct Growth?

Sachin Jain, Devang Shah are the fund managers of Axis Strategic Bond Fund Direct Growth

What is the exit load of Axis Strategic Bond Fund Direct Growth?

The Exit load of Axis Strategic Bond Fund Direct Growth is 1%