Axis Strategic Bond Fund · Regular · Growth
NAV
₹30.0372
as of 31 Jul 2026
Expense Ratio
1.33%
AUM
₹2,085 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.32%
- 3Y
- +7.80%
- 5Y
- +6.81%
- Since Inception
- +7.95%
SIP returns (XIRR)
- 1Y
- +7.01%
- 3Y
- +7.69%
- 5Y
- +7.43%
- Since Inception
- +7.55%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,56,729 today — ₹5,95,000 invested, 7.2% XIRR.
₹5,95,000
Invested
₹8,56,729
Value today
7.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,02,448 today (7.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹11,67,751.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹1,57,380 today (1.57×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.92
Sharpe Ratio
—
Alpha
—
Beta
0.97
Sortino
1.31%
Std Dev
-0.70%
Max Drawdown
Performance Comparison
Thinking about Axis Strategic Bond Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 16.48% Government Of India (06/10/2035)7.14%
- 2Jubilant Beverages Limited (31/05/2028) (Zcb) **3.41%
- 38.58% Gmr Hyderabad International Airport Limited (28/03/2034) **3.19%
- 47.18% Tamilnadu State Development Loans (03/12/2033)2.99%
- 59.40% Vedanta Limited (20/02/2027) **2.90%
- 6Jubilant Bevco Limited (31/05/2028) (Zcb) **2.90%
- 78% Adani Power Limited (27/01/2028) **2.87%
- 89.75% Nuvama Wealth Finance Limited (17/01/2028) **2.80%
- 99.5% Delhi International Airport Limited (22/03/2034) **2.67%
- 108.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) **2.64%
Investment Objective
Axis Strategic Bond Fund · Regular · Growth by Axis Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Axis Strategic Bond Fund · Regular · Growth is a Medium Duration mutual fund offered by Axis Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹2,085 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MEDIUM DURATION DEBT INDEX A-III. The current expense ratio is 1.33%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations