Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW
★★★★★ monitor_heart Health Score: 52/100 · AverageAxis Mutual Fund · Debt · Medium Duration
₹10.55
AUM: ₹2,119 Cr
NAV updated 8 days ago
Plan
Regular
Option
Idcw
Risk
Moderate to High
Expense Ratio
0.72%
Exit Load
Nil
Fund Manager
Devang Shah
Inception
Jan 2013
Benchmark
NIFTY Medium Duration Debt Index A-III
Sharpe Ratio
-1.45
Std Dev (1Y)
5.69%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.94%
3m
+2.29%
6m
+4.03%
1y
+6.83%
3y
+8.43%
5y
+7.51%
10y
+8.12%
since inception
+0.35%
rate_review TopFund's Take on Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW sits in the middle of the pack for Medium Duration funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 0.72%, the expense ratio is roughly in line with the Medium Duration category average of 0.7% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.45 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 5.69% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW
The current NAV (Net Asset Value) of Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW is ₹10.55. NAV is updated every business day after market close by AMFI.
1Y: 6.83% · 3Y CAGR: 8.43% · 5Y CAGR: 7.51%
The expense ratio is 0.72% per annum — the annual fee deducted from your investment to cover fund management costs.
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW is managed by Devang Shah at Axis Mutual Fund.
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW is a Medium Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW is ₹2,120 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.