Axis Strategic Bond Fund Regular-IDCW Quarterly Payout

Fund Details

NAV 10.2619

Sub-Type Medium Duration

Rating 1

Min. SIP Amount ₹100.0

Fund Age(Year) 13.95

Fund Size(in Crores) 2121.61

Fund Performance

1 Month 0.65%

3 Month 1.46%

6 Month 3.17%

1 Year 8.01%

3 Year 8.13%

5 Year 6.85%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.9%) Market Cap Large Cap 47.66 Small Cap 12.97 Mid Cap 38.27 Top Sectors Financial 28.02 Services 12.48 Healthcare 10.8 Automobile 7.88 Energy 5.91 Technology 5.65 Capital Goods 4.76 Construction 3.77 Consumer Discretionary 3.59 Communication 3.3 Chemicals 3.06 Metals & Mining 3.02 Consumer Staples 2.9 Materials 2.34 Insurance 1.44 Top Holding Bharat Electronics 0.03 Tata Communications 1.75 PI Industries 1.22 Axis Bank 3.96 Tata Power Company 1.01 HDFC Bank 6.75 MRF 0.53 Dixon Technologies (India) 0.59 Bharti Airtel 1.55 PB Fintech 1.87 Titan Company 0.34 Cummins India 0.84 Syngene International 0.39 Dalmia Bharat 1.51 AWL Agri Business 0.22 Tata Motors Passenger Vehicles 1.55 Bharat Heavy Electricals 1.04 Gujarat Fluorochemicals 0.86 Narayana Hrudayalaya 1.5 Mahindra & Mahindra 0 United Spirits 1.23 Bata India 0.9 Crompton Greaves Con. Electricals 1.16 Kotak Mahindra Bank 1.02 One97 Communications 0.42 Aditya Birla Capital 0.63 Prestige Estates Projects 1.58 Century Plyboards (India) 0.55 L&T Fin 1.41 Bharat Forge 2.39 Gland Pharma 1.4 Divi's Laboratories 0.2 Lupin 2.35 Tata Consultancy 2.28 Persistent Systems 0.83 Indusind Bank 2.51 Vedanta 0.49 SBI Life Insurance Company 0.19 Maruti Suzuki India 0.07 Eternal 1.77 Sun Pharmaceutical Industries 1.05 Laurus Labs 2.16 ICICI Bank 3.89 Gateway Distriparks 0.18 Biocon 0.73 HDB Financial Services 1.23 FSN E-Commerce Ventures 1.17 KPIT Technologies 0.29 Lenskart Solutions 0.68 Grasim Industries 0.02 Delhivery 2.02 Voltas 0.51 Apollo Hospitals Enterprise 1 Hero Motocorp 1.9 HDFC AMC 0.95 Tata Motors 0.02 Go Digit General Insurance 1.25 Ceat 1.25 Hindustan Petroleum Corporation 0.78 Container Corporation Of India 1.26 The Federal Bank 1.45 SKF India 0.72 Ola Electric Mobility 0.16 Larsen & Toubro 2.18 Prince Pipes and Fittings 0.26 SRF 0.98 State Bank of India 3.7 Hindalco Industries 0.02 Bajaj Finance 0 Hindustan Unilever 0 SKF India (Industrial) 0.84 ITC 1.45 Swiggy 1.45 Gujarat Gas 0.21 Power Fin. Corp. 0.53 MCX 0.91 Gujarat State Petronet 1.15 NTPC 1 Tata Steel 1.04 Infosys 2.26 JSW Energy 0.69 Steel Authority Of India 1.46 Reliance Industries 1.75 Interglobe Aviation 1.44

Debt & Others (1.1099999999999999%) Sector Allocation Mutual Fund 0.41 Net Payables -0.2 Repo 0.9 Debt Credit Ratings Debt Category Mirae Asset Money Market Direct-G 0.14 Mirae Asset Liquid Direct-G 0.27 Others 0.7

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%

Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.33%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sachin Jain

Education Mr. Jain is a B.Tech, AGMP (Management)

Experience Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.

Akhil Bipin Thakker

Education Mr. Thakker has done MBA in Finance from K J Somaiya Institute of Management

Experience Prior to joining Axis Mutual Fund, he has worked with CRISIL Ltd and Credit Analysis & Research Ltd.

Devang Shah

Education Mr. Shah is B.Com and ACA.

Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderately high risk

AMC and Fund details

Rank (total sets) 3

Date of Incorporation 2012-03-28

Total AUM 366904.0

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.