Axis Strategic Bond Fund

Debt

Axis Mutual Fund

Medium Duration

Get the latest NAV of Axis Strategic Bond Fund. 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.

₹32.12

NAV as on 31 Mar 2026

8.53%/per year

Since Inception

Absolute Gain%

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312 people have invested ₹ 33.2L in Axis Strategic Bond Fund in the last three months

Axis Strategic Bond Fund Performance vs. Medium Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (31-Mar-26)

The fund has consistently outperformed the benchmark (Medium Duration Index) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	-0.47%	0.74%	2.54%	7.02%	8.36%	7.34%
Medium Duration Index	-1.06%	-0.15%	1.4%	4.93%	5.77%	6.89%
Medium Duration Avg	-0.95%	-0.01%	1.29%	5.2%	7.2%	6.73%
Best in Medium Duration	-0.07%	2.37%	4.28%	9.45%	10.42%	12.59%
Worst in Medium Duration	-0.81%	0.09%	1.29%	4.58%	6.16%	4.97%
Category Rank	1/8	1/8	3/8	4/8	2/8	--

Axis Strategic Bond Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

83% Performance

42% Risk Management

24% Cost

Ranked 2 out of 8 mutual funds in the medium duration category as per INDmoney.

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Axis Strategic Bond Fund	2/8	2,122Cr	0.72%	7.02%	8.36%	1.21	0.89	1.81	4.45	2.46
Kotak Medium Term Fund	1/8	2,007Cr	0.67%	7.78%	8.77%	1.65	0.93	1.92	4.77	2.24
ICICI Prudential Medium Term Bond Fund	3/8	5,683Cr	0.73%	7.5%	8.29%	1.21	0.75	1.92	4.70	1.76
HSBC Medium Duration Fund	4/8	746Cr	0.4%	6.4%	8.01%	0.72	0.96	1.34	2.69	1.41

See all

Axis Strategic Bond Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

₹1L

₹10L

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Axis Strategic Bond Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Cash allocation has gone up from 3% to 6%

Debt allocation has gone down from 94.3% to 91.4%

Axis Strategic Bond Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Real Estate

100%

Top 3 Sectors in February were Corporate, Utilities & Industrial

Feb'26

Corporate

60%

Utilities

44%

Industrial

38%

Jan'26

Corporate

66%

Utilities

43%

Industrial

39%

Axis Strategic Bond Fund Overview

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

Expense ratio	0.72%
Benchmark	Nifty Medium Duration Debt Index TR INR
AUM	₹2122 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹100/₹100
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	262.48%
Risk	Moderately High risk

About Axis Strategic Bond Fund

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

Key Parameters

Axis Strategic Bond Fund has ₹2122 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
The fund has an expense ratio 0.7.

Returns

Axis Strategic Bond Fund has given a CAGR return of 8.53% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.02%, 8.36% and 7.34% respectively.

Holdings

Axis Strategic Bond Fund has allocated its funds majorly in Corporate, Utilities, Industrial, Government, Real Estate, Cash Equivalent, Financial Services. Its top holdings are 7.10% Gs 2034, Jubilant Beverages Limited, GMR Hyderabad International Airport Limited, Tamilnadu State Development Loans, 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

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 has no lock in period.

Fund Manager

Devang Shah

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

Sachin Jain

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

Akhil Thakker

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

Learn more about Axis Mutual Fund

Parameters	Feb'26	Jan'26	Dec'25
AUM	₹ 2.1K Cr	₹ 2K Cr	₹ 2.1K Cr

AUM of the fund stands at 2.1K Cr as of Feb'26
AUM increased by 77.5 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Axis Strategic Bond Fund

How do I invest in Axis Strategic Bond Fund?

INDmoney makes it simple to invest in the Axis Strategic Bond Fund. To do so, follow the steps below:

Download the INDmoney app.
Search for ‘Axis Strategic Bond Fund’.
Select whether you want to invest in SIP or lump sum.
Enter the amount you wish to invest.
Set up payments via bank mandate or UPI.

What is the current NAV of Axis Strategic Bond Fund?

The NAV of the fund today is ₹32.12. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Strategic Bond Fund fund has generated a return of 7.02% in 1 year, 8.36% in 3 years, 7.34% in 5 years.

Who is the fund manager of Axis Strategic Bond Fund?

The fund managers are Devang Shah, Sachin Jain, Akhil Thakker.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.72%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2122 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Strategic Bond Fund?

The top 3 holdings of the fund are 7.10% Gs 2034(5.45%), Jubilant Beverages Limited(3.33%), GMR Hyderabad International Airport Limited(3.18%)