Axis Strategic Bond Fund · Regular · Growth
NAV
₹29.7002
as of 17 Jun 2026
Expense Ratio
1.33%
AUM
₹2,074 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.83%
- 3Y
- +7.60%
- 5Y
- +6.69%
- Since Inception
- +7.94%
SIP returns (XIRR)
- 1Y
- +6.27%
- 3Y
- +7.53%
- 5Y
- +7.30%
- Since Inception
- +7.52%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹85,000
Invested
₹1,47,860
Value today
7.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,950
Value today
7.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹8,50,000
Withdrawn
₹14,71,155
Corpus left
+₹13,21,155 net gain — withdrew ₹8,50,000 AND corpus grew
Plan your SWP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,55,118
Value today
1.6×
Multiple
Staying invested through that crash turned ₹1L into ₹1,55,118 — a 1.6× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.87
Sharpe Ratio
—
Alpha
—
Beta
0.92
Sortino
1.27%
Std Dev
-0.70%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 17.1% Government Of India (08/04/2034)5.40%
- 2Jubilant Beverages Limited (31/05/2028) (Zcb) **3.37%
- 38.58% Gmr Hyderabad International Airport Limited (28/03/2034) **3.18%
- 47.18% Tamilnadu State Development Loans (03/12/2033)2.99%
- 59.40% Vedanta Limited (20/02/2027) **2.89%
- 6Jubilant Bevco Limited (31/05/2028) (Zcb) **2.86%
- 78% Adani Power Limited (27/01/2028) **2.86%
- 89.75% Nuvama Wealth Finance Limited (17/01/2028) **2.78%
- 99.5% Delhi International Airport Limited (22/03/2034) **2.68%
- 108.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) **2.62%
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 ₹2,074 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