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 |
| Benchmark Type | CRISIL Short Term Bond Fund TR INR |
| Expense Ratio | 0.35% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,229 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.71% | |
| 1000 | 1000 | 4.42% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| GOVT STOCK | Bond - Gov't Treasury | 6 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 4 |
| Net Receivables / (Payables) | Cash | 4 |
| GOVT STOCK | Bond - Gov't Treasury | 3 |
| GOVT STOCK | Bond - Gov't Treasury | 3 |
| Coastal Gujarat Power Limited | Bond - Corporate Bond | 3 |
| NATIONAL HIGHWAYS AUTHORITY OF INDIA | Bond - Corporate Bond | 3 |
| Syndicate Bank | Bond - Corporate Bond | 3 |
| Union Bank Of India | Bond - Corporate Bond | 2 |
| JSW Techno Projects Management Limited | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 74 |
| Bond - Gov't Treasury | 13 |
| Bond - Asset Backed | 7 |
| Cash | 4 |
| Cash - Collateral | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 74 |
| Bond - Gov't Treasury | 13 |
| Bond - Asset Backed | 7 |
| Cash | 4 |
| Cash - Collateral | 2 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m