Money Lancer
Debt: Medium Duration
Axis Mutual Fund
Axis Mutual Fund · Debt: Medium Duration

Axis Strategic Bond Fund - Regular Plan - Growth Option

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

Fixed IncomeBenchmark · NIFTY Medium Duration Debt Index A-IIITER · 1.32%Inception · 28-03-2012
NAV
29.33
+0.01% · as of 14-05-2026
Since inception
7.91%
CAGR
Benchmark (inception)
7.33%
CAGR
Fund size
₹21 Cr
AUM
Expense ratio
1.32%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +7.91% CAGR vs benchmark +7.33%.

Portfolio

Where the money is invested

Top holdings

7.1% Government of India5.40%
Jubilant Beverages Limited3.37%
8.58% GMR Hyderabad International Airport Limited (28/03/2034)3.18%
State Government Securities (03/12/2033)2.99%
9.40% Vedanta Limited (20/02/2027)2.89%
8% Adani Power Limited2.86%
Jubilant Bevco Limited2.86%
9.75% Nuvama Wealth Finance Limited (17/01/2028)2.78%
9.5% Delhi International Airport Limited (22/03/2034)2.68%
8.80% Aditya Birla Digital Fashion Ventures Limited 26-AUG-20272.62%

Sector allocation

Not available.
Riskometer
LowVery High
Moderately High

What if you'd SIP'd here?

@ 7.9% p.a.
₹10,000
10 years
Projected value
₹18,32,302
Invested: ₹12,00,000
Gained: ₹6,32,302
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Devang Shah, Mr. Akhil Thakker, Mr. Sachin Jain
Manager since fund inception data not available
ISIN & identifiers
AMFI code
116894
ISIN (Growth)
INF846K01BP2
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Debt: Medium Duration funds

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