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mutual funds
axis strategic bond fund direct growth option
Axis Strategic Bond Fund Direct Growth Option

Axis Strategic Bond Fund Direct Growth Option

  • Moderately High risk
  • Fixed Income
  • Medium Duration
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NAV as on Jul 11, 2025
i
Price per unit of the scheme.
₹ 30.97610.05%1 Day Change
0.61%
Minimum Investment₹5000
Expense Ratio0.34%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Axis Strategic Bond Fund Direct Growth Option
VS
Fixed Income: Medium Duration Average NAV
    Topper in Fixed Income: Medium Duration
    Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Axis Strategic Bond Fund Direct Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Medium Duration Debt Index TR INR
    Expense Ratio
    0.34%
    Category Avg Expense Ratio
    0.66%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 1,945.01 Cr(As on May, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    - %
    Exit Load
    If redeemed / switched-out within 12 months from the date of allotment- For 10% of investments: Nil, For remaining investments: 1%. If redeemed / switched out after 12 months from the date of allotment: Nil

    bt_logoABOUT THE FUND

    Objective: To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

    Axis Strategic Bond Fund Direct Growth Option is an Fixed Income - Medium Duration fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 11, 2025 is ₹30.98. Its expense ratio is 0.34 %. The fund has an AUM of ₹1,945.01 Cr.The fund is managed byDevang Shah,Sachin Jain,Akhil Thakker.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Devang Shah
    Devang Shah
    i
    Lead Fund Manager.
    Nov 5, 2012 - Present
    • Fund Manager Rank2Out of 15
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed23
    • Total AUM₹ 1,01,945.66 Cr
    • Highest Return In 1 Yr10.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Long Duration Fund Direct Growth
    --
    ₹ 1,245.05
    0.39%
    0.06%
    Moderate Risk
    ₹364.09Cr
    Axis Regular Saver Fund Direct Plan Growth Option
    ₹ 35.20
    0.42%
    0.23%
    Moderately High risk
    ₹282.74Cr
    Axis Dynamic Bond Fund Direct Plan Growth Option
    ₹ 32.72
    0.32%
    0.26%
    Moderate Risk
    ₹1,308.92Cr
    Axis Long Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 1,245.05
    • Fund Size₹364.09Cr
    Fund Return0.39%
    Category Return0.06%
    Axis Regular Saver Fund Direct Plan Growth Option
    Moderately High risk
    • NAV₹ 35.20
    • Fund Size₹282.74Cr
    Fund Return0.42%
    Category Return0.23%
    Axis Dynamic Bond Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 32.72
    • Fund Size₹1,308.92Cr
    Fund Return0.32%
    Category Return0.26%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sachin Jain
    Sachin Jain
    i
    Lead Fund Manager.
    Feb 1, 2023 - Present
    • Schemes managed13
    • Total AUM₹ 88,262.48 Cr
    • Highest Return In 1 Yr10.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Ultra Short Term Fund Direct Growth
    ₹ 15.68
    0.58%
    0.44%
    Low to Moderate Risk
    ₹6,210.81Cr
    Axis Multicap Fund Direct Growth
    --
    ₹ 18.57
    -0.21%
    0.33%
    Very High Risk
    ₹7,781.71Cr
    Axis Overnight Fund Direct Growth
    --
    ₹ 1,373.01
    0.43%
    -%
    Low Risk
    ₹8,725.89Cr
    Axis Ultra Short Term Fund Direct Growth
    Low to Moderate Risk
    • NAV₹ 15.68
    • Fund Size₹6,210.81Cr
    Fund Return0.58%
    Category Return0.44%
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.57
    • Fund Size₹7,781.71Cr
    Fund Return-0.21%
    Category Return0.33%
    Axis Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 1,373.01
    • Fund Size₹8,725.89Cr
    Fund Return0.43%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Akhil Thakker
    Akhil Thakker
    i
    Lead Fund Manager.
    Feb 1, 2023 - Present
    • Schemes managed2
    • Total AUM₹ 2,306.11 Cr
    • Highest Return In 1 Yr10.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Strategic Bond Fund Direct Growth Option
    ₹ 30.98
    0.61%
    0.37%
    Moderately High risk
    ₹1,945.01Cr
    Axis Credit Risk Fund Direct Growth
    ₹ 24.07
    0.61%
    0.48%
    Moderately High risk
    ₹361.10Cr
    Axis Strategic Bond Fund Direct Growth Option
    Moderately High risk
    • NAV₹ 30.98
    • Fund Size₹1,945.01Cr
    Fund Return0.61%
    Category Return0.37%
    Axis Credit Risk Fund Direct Growth
    Moderately High risk
    • NAV₹ 24.07
    • Fund Size₹361.10Cr
    Fund Return0.61%
    Category Return0.48%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (0.29%)
    DEBT (93.74%)
    CASH (5.69%)
    Allocation by Market Cap
    Other Cap(0.28%)
    Industry Holdings
    • Asset Management100.00%
    Stock Holdings
    • Capital Infra Trust InvITs0.29%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.61
      This Fund
      VS
      -0.19
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      85.23
      This Fund
      VS
      60.41
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.41
      This Fund
      VS
      1.61
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.68
      This Fund
      VS
      0.64
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      4.05
      This Fund
      VS
      2.25
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      1.22
      This Fund
      VS
      2.36
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Nippon India Strategic Debt Fund Direct Plan Growth OptionNippon India Strategic Debt Fund Direct Plan Growth Option
    ₹ 17.19
    2.78%
    0.37%
    Very High Risk
    ₹ 102.67 Cr
    Union Medium Duration Fund Direct GrowthUnion Medium Duration Fund Direct Growth
    --
    ₹ 12.59
    0.99%
    0.71%
    Moderate Risk
    ₹ 80.36 Cr
    Baroda BNP Paribas Medium Duration Fund Direct GrowthBaroda BNP Paribas Medium Duration Fund Direct Growth
    ₹ 18.94
    0.76%
    0.78%
    Moderate Risk
    ₹ 28.35 Cr
    Aditya Birla Sun Life Medium Term Plan Direct Plan GrowthAditya Birla Sun Life Medium Term Plan Direct Plan Growth
    ₹ 43.62
    0.63%
    0.37%
    Moderate Risk
    ₹ 2,504.21 Cr
    Axis Strategic Bond Fund Direct Growth OptionAxis Strategic Bond Fund Direct Growth Option
    ₹ 30.98
    0.61%
    0.37%
    Moderately High risk
    ₹ 1,945.01 Cr
    Bandhan Bond Fund - Medium Term Plan - Direct Plan - GrowthBandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
    ₹ 50.17
    0.57%
    0.37%
    Moderate Risk
    ₹ 1,487.56 Cr
    Nippon India Strategic Debt Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 17.19
    • Fund Size₹ 102.67 Cr
    Fund Return2.78%
    Category Return0.37%
    Union Medium Duration Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.59
    • Fund Size₹ 80.36 Cr
    Fund Return0.99%
    Category Return0.71%
    Baroda BNP Paribas Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 18.94
    • Fund Size₹ 28.35 Cr
    Fund Return0.76%
    Category Return0.78%
    Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
    Moderate Risk
    • NAV₹ 43.62
    • Fund Size₹ 2,504.21 Cr
    Fund Return0.63%
    Category Return0.37%
    Axis Strategic Bond Fund Direct Growth Option
    Moderately High risk
    • NAV₹ 30.98
    • Fund Size₹ 1,945.01 Cr
    Fund Return0.61%
    Category Return0.37%
    Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
    Moderate Risk
    • NAV₹ 50.17
    • Fund Size₹ 1,487.56 Cr
    Fund Return0.57%
    Category Return0.37%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Axis NASDAQ 100 Fund of Fund Direct GrowthAxis NASDAQ 100 Fund of Fund Direct Growth
    --
    ₹ 20.83
    4.72%
    --
    Very High Risk
    ₹ 165.04 Cr
    Axis Silver Fund of Funds Direct GrowthAxis Silver Fund of Funds Direct Growth
    --
    ₹ 19.29
    3.81%
    2.13%
    Very High Risk
    ₹ 107.01 Cr
    Axis Global Innovation Fund of Fund Direct GrowthAxis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 15.02
    3.43%
    --
    Very High Risk
    ₹ 518.62 Cr
    Axis Global Equity Alpha Fund of Fund Direct GrowthAxis Global Equity Alpha Fund of Fund Direct Growth
    --
    ₹ 20.72
    3.26%
    --
    Very High Risk
    ₹ 897.59 Cr
    Axis Special Situations Fund Direct GrowthAxis Special Situations Fund Direct Growth
    --
    ₹ 19.68
    1.07%
    --
    Very High Risk
    ₹ 1,174.87 Cr
    Axis Nifty Bank Index Fund Direct Reinvestment Inc Dist cum Cap WdrlAxis Nifty Bank Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
    --
    ₹ 11.66
    0.83%
    --
    Very High Risk
    ₹ 145.05 Cr
    Axis NASDAQ 100 Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.83
    • Fund Size₹ 165.04 Cr
    1 Month Return4.72%
    Category Return--
    Axis Silver Fund of Funds Direct Growth
    Very High Risk--
    • NAV₹ 19.29
    • Fund Size₹ 107.01 Cr
    1 Month Return3.81%
    Category Return2.13%
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.02
    • Fund Size₹ 518.62 Cr
    1 Month Return3.43%
    Category Return--
    Axis Global Equity Alpha Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.72
    • Fund Size₹ 897.59 Cr
    1 Month Return3.26%
    Category Return--
    Axis Special Situations Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.68
    • Fund Size₹ 1,174.87 Cr
    1 Month Return1.07%
    Category Return--
    Axis Nifty Bank Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
    Very High Risk--
    • NAV₹ 11.66
    • Fund Size₹ 145.05 Cr
    1 Month Return0.83%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Axis Asset Management Company Limited
    Axis Asset Management Company Limited manages assets worth ₹ 3,36,158.60 crores. It’s current offering of mutual fund schemes includes 33 equity, 30 debt and 12 hybrid schemes.
    phone icon
    Phone
    +91 22 43255161
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,36,158.60 Cr (
    As on May 31, 2025
    )
    location
    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Axis Strategic Bond Fund Direct Growth Option ?
    The category of Axis Strategic Bond Fund Direct Growth Option is Fixed Income - Medium Duration
    What is the current NAV of Axis Strategic Bond Fund Direct Growth Option ?
    The current NAV of Axis Strategic Bond Fund Direct Growth Option as on Jul 11, 2025 is ₹30.98
    How safe is Axis Strategic Bond Fund Direct Growth Option ?
    The risk level of Axis Strategic Bond Fund Direct Growth Option is Moderately High.
    What are short term returns given by Axis Strategic Bond Fund Direct Growth Option ?
    The return given by Axis Strategic Bond Fund Direct Growth Option in 1 month is 0.61%, 3 months is 2.36%, 6 months is 5.61%, and 1 year is 10.32%
    What are the long term returns given by Axis Strategic Bond Fund Direct Growth Option ?
    The return given by Axis Strategic Bond Fund Direct Growth Option in 3 years is 8.89% and 5 years is 7.67%.
    What is the expense ratio of Axis Strategic Bond Fund Direct Growth Option ?
    The expense ratio of Axis Strategic Bond Fund Direct Growth Option is 0.34%
    What is the AUM of Axis Strategic Bond Fund Direct Growth Option ?
    The assets under Management (AUM) of Axis Strategic Bond Fund Direct Growth Option is Rs 1,945.01 crores.
    What is the minimum investment in Axis Strategic Bond Fund Direct Growth Option ?
    The minimum Lumpsum investment in Axis Strategic Bond Fund Direct Growth Option is ₹5,000.00 and the minimum SIP investment in Axis Strategic Bond Fund Direct Growth Option is ₹1,000.00
    What is the asset allocation of Axis Strategic Bond Fund Direct Growth Option?
    Axis Strategic Bond Fund Direct Growth Option has an exposure of 0.29% in Equity, 93.74% in Debt and 5.69% in Cash & Money Market Securities

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