(033) 40006800
service@easternfin.com

Axis Strategic Bond Fund - Growth Option

Debt: Medium Duration | Open Ended Schemes

Nav : 18.5046

-0.07 (-0.36 %)

20-09-2019

EASTERN FINANCIERS's Take:

This fund has low risk compared to any hybrid or equity funds. It invests in debt and money market instrumnets such that the macauley duration of the portfolio is between 3 - 4 years. It is suitable for investors with low risk profile having investment horizon of 36 to 48 months and looking for alterative to fixed deposits.

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹5000.0

Returns (since Mar 28, 2012)

8.57%

10 Year Returns

N/A

Doubled Money

N/A

Sharp Ratio

2.3 %

Volatility

3.05 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Strategic Bond Fund - Growth Option 28-03-2012 7.34 6.01 7.05 8.65 0.0
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 12-11-2003 10.92 7.25 8.49 9.18 8.26
IDFC Bond Fund - Medium Term Plan -Regular Plan- Growth Option 08-07-2003 10.74 6.75 7.15 8.08 8.11
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 9.46 8.08 7.41 8.52 0.0
HDFC Medium Term Debt Fund -Growth Option 06-02-2002 9.12 6.42 6.89 8.03 8.04
Sundaram Medium Term Bond Fund - Regular Growth 18-12-1997 8.69 5.49 6.41 7.7 7.18
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 7.78 5.63 6.64 8.04 7.88
ICICI Prudential Medium Term Bond Fund-Plan B-Growth 15-09-2004 7.71 5.57 6.57 7.99 7.98
Franklin India Income Opportunities Fund - Growth 11-12-2009 7.42 6.66 7.8 8.44 0.0
L&T Resurgent India Bond Fund - Regular Plan - Growth 30-01-2015 6.93 4.52 5.74 0.0 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Axis Mutual Fund
Launch Date
Mar 28, 2012
Expense Ratio
1.05%
Fund Category Risk
MODERATELY HIGH
Asset Size
1,189.22 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
100.0
Return since Launch
8.57%
Contact Details
Fund Manager(s)
Mr. Devang Shah

PORTFOLIO ANALYSIS of Axis Strategic Bond Fund - Growth Option

PERFORMANCE of Axis Strategic Bond Fund - Growth Option

Scheme Performance (%)

Data as on - 20-09-2019

Yearly Performance (%)

RETURNS CALCULATOR for Axis Strategic Bond Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Feedback