Debt
●
Medium Duration
Current NAV
₹28.73
Expense Ratio
1.16%
Min SIP
₹1.00K
Fund Size
₹1928Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M
Alpha
0.05%
Beta
0.42
Sharpe Ratio
0.396393
Risk
8.22%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(8.69)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Devang Shah
Axis Strategic Bond FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Ans.
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Ans. The Axis Strategic Bond Fund has an AUM of ₹1927.79 Cr as on 11/4/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.83%. The risk is Moderately High against the category average of 25.39.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on Axis Strategic Bond Fund.
Ans. The expense ratio of Axis Strategic Bond Fund is 1.16%.