Axis Strategic Bond Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 1260.79
Expense Ratio
0.41%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 81622
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
18.7453
(0 %)
NAV as on 2019-01-15
Returns
Fund
Axis Strategic Bond Fund Direct Plan
1 Year
7.69%
3 Year
9.5%
5 Year
10.2%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,136
Portfolio Value
136
Total Returns