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3 Year return
6.63%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹1970.65 Cr.
Expense Ratio
0.33% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Gsec2039 | 3.3 % |
| Nirma | 3.05 % |
| DLF Cyber City | 2.79 % |
| Aadhar Hsg. Fin. | 2.79 % |
| Tata Projects | 2.59 % |
| M T N L | 2.56 % |
| RAJASTHAN 2044 | 2.54 % |
| S I D B I | 2.54 % |
| Grihum Housing | 2.41 % |
| Century Textiles | 2.28 % |
| Spandana Sphoort | 2.07 % |
| DLF Home Develop | 2.03 % |
| Indostar Capital | 2.02 % |
| Samvardh. Mothe. | 2.02 % |
| Mindspace Busine | 1.77 % |
| JM Finan. Credit | 1.75 % |
| Bihar 2031 | 1.54 % |
| Summit Digitel. | 1.53 % |
| Motilal Finvest | 1.27 % |
| Torrent Power | 1.27 % |
| Jamnagar Utiliti | 1.27 % |
| Muthoot Finance | 1.27 % |
| Godrej Propert. | 1.26 % |
| Tata Cap.Hsg. | 1.26 % |
| REC Ltd | 1.26 % |
| CreditAcc. Gram. | 1.26 % |
| UTTAR PRADESH 2042 | 1.26 % |
| St Bk of India | 1.23 % |
| India Grid Trust | 1.23 % |
| CreditAcc. Gram. | 1.22 % |
| IndusInd Bank | 1.19 % |
| Vajra Trust | 1.15 % |
| First Business Receivables Trust | 1.06 % |
| Nexus Select | 1.01 % |
| SK Finance | 1.01 % |
| Greenlam Industr | 0.95 % |
| Aadhar Hsg. Fin. | 0.91 % |
| G R Infraproject | 0.91 % |
| Malwa Solar | 0.91 % |
| GSEC2027 | 0.8 % |
| Veritas Finance | 0.76 % |
| Uttar Pradesh 2040 | 0.76 % |
| Vector Green | 0.66 % |
| Sundew Properti | 0.51 % |
| Nuvoco Vistas | 0.51 % |
| Oriental Nagpur | 0.51 % |
| Summit Digitel. | 0.49 % |
| Embassy Off.REIT | 0.45 % |
| SK Finance | 0.33 % |
| First Business Receivables Trust | 0.29 % |
| Kogta Financial | 0.28 % |
| J K Cements | 0.25 % |
| Power Fin.Corpn. | 0.25 % |
| SBI - CDMDF - Class A2 | 0.25 % |
| GSEC2053 | 0.25 % |
| Union Bank (I) | 0.24 % |
| GSEC2033 | 0.16 % |
| Punjab Natl.Bank | 0.15 % |
| C C I | 0.13 % |
| GSEC2029 | 0.1 % |
| GSEC2032 | 0.1 % |
| KARNATAKA 2038 | 0.09 % |
| GSEC2030 | 0.08 % |
| National Highway | 0.06 % |
| DLF Cyber City | 0.05 % |
| REC Ltd | 0.03 % |
| GSEC2027 | 0.03 % |
| GSEC2029 | 0.02 % |
| GSEC2028 | 0.02 % |
| GSEC2030 | 0.02 % |
| GSEC2029 | 0 % |
| GSEC2026 | 0 % |
Axis Mutual Fund Managers
DS
Devang Shah
Fund Manager since Mar 2012
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Aditya Birla Sun Life Medium Term Plan Direct Quarterly IDCW Payout |
13.03% |
4 |
|
Aditya Birla Sun Life Medium Term Plan Direct Half Yearly IDCW Payout |
13.03% |
4 |
|
Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout |
13.03% |
4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About the Axis Strategic Bond Fund Direct Plan Growth
The Axis Strategic Bond Fund Direct Plan Growth is an open-ended hybrid mutual fund scheme that invests in a diversified portfolio of fixed income securities. The fund is managed by Axis Mutual Fund, one of the leading mutual fund houses in India. The fund has a track record of generating consistent returns over the long term.
Investment Objectives of the Scheme
The investment objective of the Axis Strategic Bond Fund Direct Plan Growth is to generate income for its investors by investing in a diversified portfolio of fixed income securities. The fund may invest in a variety of fixed income securities, such as government bonds, corporate bonds, and money market instruments. The fund may also invest in derivatives to enhance returns.
Key Features of The Fund
| 5-year return | 7.43% |
| Expense Ratio | 0.33% |
| Fund Manager | Devang Shah |
| Fund Size | ₹1970.65 Cr |
| Risk Profile | Moderately High |
Is This Scheme Right for Me?
The Axis Strategic Bond Fund Direct Plan Growth is a good option for investors who are looking for a balanced investment that can generate income and capital appreciation. The fund is suitable for investors who have a time horizon of at least 3 years. However, it is important to note that the fund is not a risk-free investment. The fund's returns can go down as well as up. Investors should only invest in the fund if they are comfortable with the risk of losing money.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
