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Axis Strategic Bond Fund - Direct Plan

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

Suitability

This product is suitable for investors who are seeking

• Optimal returns over medium term

• Investment in diversified portfolio of high quality debt and money market securities to generate optimal risk adjusted returns while maintaining liquidity

Fund Info

Scheme Class	Debt
Scheme Category	Medium Duration
Expense Ratio	0.39%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,777
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 100

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Income Fund - Direct Plan	1000	1000	1.68%
DSP Bond Fund - Direct Plan	1000	1000	5.16%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.38% Govt Stock 2027	Bond - Gov't Treasury	17
7.26% Govt Stock 2033	Bond - Gov't Treasury	14
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	3
7.26% Govt Stock 2032	Bond - Gov't Treasury	3
Bajaj Housing Finance Limited	Bond - Corporate Bond	3
JM Financial Credit Solutions Limited	Bond - Corporate Bond	2
Motherson Sumi Systems Limited	Bond - Corporate Bond	2
8.51% Govt Stock 2033	Bond - Gov't Treasury	2
Net Receivables / (Payables)	Cash - Collateral	2
Bharti Telecom Limited	Bond - Corporate Bond	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	49
Bond - Gov't Treasury	40
Cash - Commercial Paper	3
Cash - Repurchase Agreement	3
Cash - Collateral	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	49
Bond - Gov't Treasury	40
Cash - Commercial Paper	3
Cash - Repurchase Agreement	3
Cash - Collateral	2

Fund Manager

Devang Shah

10+ years of experience

Sachin Jain

0+ years of experience

Akhil Thakker

0+ years of experience

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m