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you are here: Moneycontrol Mutual Funds Medium Duration Fund Axis Mutual Fund Axis Strategic Bond Fund - Direct Plan (G)

Axis Strategic Bond Fund - Direct Plan (G)

Previous Name: Axis Regular Savings Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120475
18.348 0.01 ( 0.04 %)
NAV as on 14 Nov, 2018
Crisil MF Rank
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Info

Good performance in the category

The scheme is ranked 2 in Medium Duration Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Axis Regular Savings Fund has been renamed as Axis Strategic Bond Fund w.e.f. May 18, 2018

Chart

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  • View Historic Graph

Returns (NAV as on Nov 14, 2018)
Period Returns(%) Rank#
1 Month 0.9 11
3 Months 1.6 3
6 Months 3.6 3
1 Year 6.0 5
2 Years 7.2 4
3 Years 8.8 2
5 Years 10.4 2

# Moneycontrol Rank within 36 Medium Duration Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.9 0.5 1.5 - -
2017 1.4 2.5 2.3 1.0 7.7
2016 2.8 1.9 4.7 1.7 12.5
2015 2.9 -0.1 4.1 0.6 8.0
2014 2.9 3.8 2.1 6.3 16.4
2013 1.8 3.0 -3.1 2.6 4.6

View where it stands within its peers

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Performance

Fund returns v/s Category average (Medium Duration Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.9 1.6 3.6 6 7.2 8.8 10.4
Category average 0.8 0.8 2.4 3.9 5.6 7.1 6.3
Difference of Fund returns and Category returns 0.1 0.8 1.2 2.1 1.6 1.7 4.1
Best of Category 1.3 1.9 4 8.5 8.6 9.8 11
Worst of Category 0.6 0.1 1.6 2.5 4.6 6.1 7.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    CRISIL Composite Bond Fund

  • Asset size (Rs Cr):

    358.27 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Dhaval Patel / Devang Shah
    View performance of schemes managed by the Fund Manager

  • Notes:

    Axis Regular Savings Fund has been renamed as Axis Strategic Bond Fund w.e.f. May 18, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    If redeemed / switched-out within 12 months from the date of allotment For 10% of investment : Nil, for remaining investment : 1%, If redeemed/switched out after 12 months from the date of allotment : Nil (w.e.f. 30th June 2016)

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Medium Term Plan - Retail Plan (G) 9,669.55 22.5 0.3 2.2 4.3 7.4 9.0
ICICI Prudential Medium Term Bond Fund (G) 6,658.08 27.6 0.9 2.5 3.9 7.0 8.6
Reliance Classic Bond Fund (G) 6,059.15 14.3 0.7 2.2 3.4 7.4 0.0
Kotak Medium Term Fund - Regular Plan (G) 4,161.87 14.8 0.8 2.5 3.9 7.4 0.0
Franklin India Income Opportunities Fund - Direct Plan (G) 438.54 22.5 1.4 4.0 7.1 8.7 10.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
6.84% Government of India (19/12/2022) Sovereign 35.81 7.16
9.60% Renew Power Limited (26/02/2021) CARE A+ 35.81 2.22
7.17% Government of India (08/01/2028) Sovereign 9.20 2.12
10.25% Suhani Trading And Investment Consultants Private Limited (28/01/2021) BWR A+(SO) 11.10 2.06
JSW Techno Projects Management Limited (28/02/2020) (ZCB) BWR A(SO) 10.60 1.88
1.5% Housing Development Finance Corporation Limited (16/09/2020) CRISIL AAA 9.35 1.87
8.70% Reliance Jio Infocomm Limited (16/07/2021) CRISIL AAA 9.40 1.84
9.70% Coastal Gujarat Power Limited (25/08/2023) CARE AA(SO) 10.30 1.84
8.99% Magma Fincorp Limited (19/08/2019) ICRA AA- 9.35 1.84
8.70% JK Lakshmi Cement Limited (06/01/2020) CARE AA 9.20 1.84
Asset Allocation (%) As on Sep 29, 2018
Equity 0.00
Others 0.00
Debt 97.23
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.77
Sector Allocation (%) As on Sep 29, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Sep 29, 2018
Holdings %
Top 5 15.44
Top 10 97.23
Sectors %
Top 3
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