Axis Strategic Bond Fund Direct Growth+0.08%

4Groww
7.84%
1 Year Return
Debt
Medium Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Strategic Bond Fund Direct Growth

RiskLow
Min SIP Amount₹1000
Expense Ratio0.39%
NAV19.23 (09 Jul 2019)
Fund Started07 Jan 2013
Fund Size1,185 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Strategic Bond Fund Direct Growth
7.8%
8.1%
9.7%
9.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec3.2%
    Renew Power Pvt. Ltd.EngineeringDebenture3.0%
    Coastal Gujarat Power Ltd.EngineeringNCD2.9%
    Reliance Retail Ltd.ServicesSecuritised Debt2.8%
    Suhani Trading And Investment Consultants Pvt. Ltd.FinancialDebenture2.3%
    JSW Techno Projects Management Ltd.EngineeringDebenture2.1%
    LIC Housing Finance Ltd.FinancialDebenture2.0%
    NRSS XXIX Transmission Ltd.EngineeringDebenture2.0%
    JK Lakshmi Cement Ltd.ConstructionDebenture2.0%
    Reliance Jio Infocomm Ltd.CommunicationDebenture2.0%
    See All

    Fund Managers

    addDhaval Patel
    Education
    Mr. Patel has done IBS from Hyderabad
    Experience
    Prior to joining Axis Mutual Fund he has worked with Credit Analysis & Research Ltd.
    Funds Managed

    Other Details

    Axis Strategic Bond Fund Direct Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 07 Jan 2013. Devang Shah is the Current Fund Manager of Axis Strategic Bond Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,185 Cr and the Latest NAV as of 09 Jul 2019 is ₹19.23.

    The Axis Strategic Bond Fund Direct Growth is rated Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months..

    Investment Objective

    The scheme will endeavor to generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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