Axis Strategic Bond Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Strategic Bond Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

2,108 Cr

Lock In Period

N/A

Expense Ratio

1.33

Exit Load

If redeemed/ switched out within 15 days from the date of allotment: 1% If redeemed/ switched out after 15 days from the date of allotment: Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

Axis Strategic Bond Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.930.57298.31
6M3.432.07316.78
1Y6.464.85340.09
3Y7.8713.3939.54

Portfolio Analysis

  • Equity:
  • Debt: 96.36%
  • Others
As on: 2026-06-15
View allocation % by

1. 6.94% Government of India (11/05/2036)8.94%
2. Jubilant Beverages Limited (31/05/2028) (ZCB)3.39%
3. 8.58% GMR Hyderabad International Airport Limited (28/03/2034)3.16%
4. Jubilant Bevco Limited (31/05/2028) (ZCB)2.88%
5. 9.40% Vedanta Limited (20/02/2027)2.85%
6. 8% Adani Power Limited (27/01/2028)2.84%
7. 9.75% Nuvama Wealth Finance Limited (17/01/2028)2.74%
8. 9.5% Delhi International Airport Limited (22/03/2034)2.65%
9. 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027)2.60%
10. 6.9% Government of India (15/04/2065)2.51%
11. 9.01% Hiranandani Financial Services Private Limited (30/03/2029)2.45%
12. 8.65% Aadhar Housing Finance Limited (20/08/2027)2.38%
13. 8.5% Nirma Limited (07/04/2027)2.38%
14. 7.24% Government of India (18/08/2055)2.29%
15. JSW Kalinga Steel Limited (23/03/2029) (ZCB)2.18%
16. 6.68% Government of India (07/07/2040)2.04%
17. 7.96% Lodha Developers Limited (07/07/2028)2.00%
18. Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028)1.90%
19. 8.8% 360 One Prime Limited (22/06/2028)1.89%
20. 9.5% Kogta Financial (India) Limited (30/10/2027)1.88%
21. 9.4% IKF Finance Limited (12/08/2027)1.78%
22. JTPM Metal Traders Limited (29/09/2028) (ZCB)1.77%
23. 8.60% Aditya Birla Renewables Limited (24/09/2027)1.67%
24. 7.44% National Bank For Agriculture and Rural Development (17/07/2029)1.66%
25. 9.4% IndoStar Capital Finance Limited (18/06/2027)1.66%
26. 8.95% Aptus Finance India Private Limited (06/03/2029)1.63%
27. 9.5% Keystone Realtors Limited (29/09/2028)1.60%
28. Clearing Corporation of India Ltd1.49%
29. 7.1% Government of India (08/04/2034)1.30%
30. Net Receivables / (Payables)1.27%
31. 9.3% JM Financial Credit Solution Limited (15/02/2027)1.19%
32. 8.15% Godrej Industries Limited (22/11/2029)1.19%
33. 8.3% Tata Projects Limited (07/01/2028)1.19%
34. 6.28% Government of India (14/07/2032)1.17%
35. 6.94% Power Grid Corporation of India Limited (15/04/2035)1.15%
36. National Bank For Agriculture and Rural Development (04/02/2027)1.13%
37. 6.48% Government of India (06/10/2035)1.06%
38. 5% GMR Airports Limited (13/02/2027)0.99%
39. 7.73% Embassy Office Parks REIT (14/12/2029)0.95%
40. 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035)0.94%
41. Siddhivinayak Securitisation Trust (28/09/2030)0.89%
42. Shivshakti Securitisation Trust (28/09/2029)0.89%
43. 5% GMR Airports Limited (13/08/2028)0.75%
44. 8.65% TVS Holdings Limited (07/06/2029)0.71%
45. 8.6% Infopark Properties Limited (19/06/2039)0.71%
46. 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029)0.71%
47. 7.20% National Bank For Agriculture and Rural Development (21/10/2031)0.71%
48. 7.80% Mahanagar Telephone Nigam Limited (07/11/2033)0.70%
49. Radhakrishna Securitisation Trust (28/09/2028)0.56%
50. 7.26% Government of India (06/02/2033)0.49%
51. 9.31% Vedanta Limited (03/12/2027)0.48%
52. 9.65% Vistaar Financial Services Private Limited (18/06/2026)0.47%
53. 7.45% Altius Telecom Infrastructure Trust (20/04/2035)0.47%
54. 8.75% Aptus Value Housing Finance India Limited (11/03/2030)0.30%
55. 9.75% Veritas Finance Private Limited (28/11/2026)0.24%
56. 7.34% Government of India (22/04/2064)0.14%
57. 7.26% Government of India (22/08/2032)0.10%
58. 7.88% Government of India (19/03/2030)0.07%
59. 7.1% Government of India (18/04/2029)0.05%
60. 7.23% Government of India (15/04/2039)0.05%
61. 8.60% Government of India (02/06/2028)0.02%
62. 6.79% Government of India (07/10/2034)0.02%
63. 7.35% Embassy Office Parks REIT (05/04/2027)0.00%
64. 8.15% Government of India (24/11/2026)0.00%
65. 7.59% Government of India (20/03/2029)0.00%

1. 7.18% Tamilnadu State Development Loans (03/12/2033)2.97%
2. 7.86% Jharkhand State Development Loans (09/11/2034)0.48%
3. 7.44% Maharashtra State Development Loans (04/02/2034)0.30%
4. 7.46% Karnataka State Development Loans (20/03/2038)0.09%

1. 7.57% Government of India (17/06/2033)0.15%
2. 5.79% Government of India (11/05/2030)0.02%
3. 7.26% Government of India (14/01/2029)0.02%

1. 8.49% National Highways Authority Of India (05/02/2029)0.06%

About Fund Axis Strategic Bond Fund Growth

Axis Strategic Bond Fund Growth managed by Axis Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹2,108 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.33. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund Name1Y3Y
This FundHSBC Medium Duration Fund Growth5.609923.9143
This FundAxis Strategic Bond Fund Growth6.458725.5018
This FundAditya Birla Sun Life Medium Term Plan Growth8.760733.0405
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

Axis Strategic Bond Fund Growth FAQs

Axis Strategic Bond Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Strategic Bond Fund Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Strategic Bond Fund Growth’s fund performance is as follows:
  • 1 Month : 1.93%
  • 6 Months : 3.43%
  • 1 Year : 6.46%
  • 3 Years : 7.87%
Returns of Axis Strategic Bond Fund Growth are updated daily based on NAV of ₹ 29.9866 as on Jul 02,2026. Since inception, the return has been 25.50%.

You can invest in Axis Strategic Bond Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Strategic Bond Fund Growth is ₹2,108 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Strategic Bond Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.