Axis Strategic Bond Fund Direct Half Yearly Reinvst of Inc Dis cum Cap Wdrl

Axis Strategic Bond Fund Direct Half Yearly Reinvst of Inc Dis cum Cap Wdrl is a debt fund. This fund was started on 22 June, 2015. The fund is managed by Sachin Jain, Devang Shah. This fund is suitable to keep your money safe.

1. Axis Strategic Bond Fund Direct Half Yearly Reinvst of Inc Dis cum Cap Wdrl 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.
   

Axis Strategic Bond Fund Direct Half Yearly Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 7.17% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.18%, 8.50% and 7.84% respectively.

Axis Strategic Bond Fund Direct Half Yearly Reinvst of Inc Dis cum Cap Wdrl 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

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 Half Yearly Reinvst of Inc Dis cum Cap Wdrl has no lock in period.