August 17, 2026
mayank
Axis Strategic Bond Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 33.35 |
| NAV IDCW Quarterly (Rs.) | 10.48 |
| Half Yearly NAV IDCW (Rs.) | 12.11 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Medium Duration Debt Index A-III |
| AUM Rs. | 2,098 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.60% |
| 1 Year Return (%) | 7.50 |
| 3 Year Return (%) | 8.61 |
| 5 Year Return (%) | 7.54 |
| 10 Year Return (%) | 7.98 |
| Return Since Launch | 8.60% |
Suitable For Which Investors?
Medium Duration funds are suitable for investors:
1. Wanting a debt allocation with a 3+ year investment horizon
2. Seeking marginally higher returns than fixed deposits
3. Who understand these funds can move in value as interest rates change
4. Who can withstand volatility and risk in their debt portfolio
Note:
• Most investors can skip these funds and stick to core debt funds instead
• Unlike FD, there is no guarantee of returns
• Not suitable for long term wealth creation
Fund’s Investment Strategy:
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Fund Manager:
1) 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.
2) 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.
3) 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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis Strategic Bond Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 8.60% |
| Benchmark | NIFTY Medium Duration Debt Index A-III |
| Riskometer | Moderately High |
| Type | Open-ended |
| Assets | 2,098 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.60% |
| (As on 31-Jul-2026) | |
| Risk Grade | High |
| Return Grade | Average |
Axis Strategic Bond Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Strategic Bond Dir | 4.59 | 0.05 | 0.59 | 2.96 | 3.96 | 7.50 | 8.61 | 7.54 | 7.99 | 7.98 |
| Debt: Medium Duration | 4.38 | 0.05 | 0.59 | 2.88 | 3.62 | 6.99 | 8.20 | 7.27 | 7.01 | 7.40 |
| Rank within category | 5 | 5 | 8 | 5 | 3 | 4 | 5 | 4 | 3 | 4 |
| Number of funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 11 |
Peer Comparison of Axis Strategic Bond Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | |
| Axis Strategic Bond Dir | 1 out of 5 stars | 7.50 | 8.61 | 7.54 | 0.60 | 2,098 | 8.60 | — | 13Y 7M |
| SBI Medium Duration Dir | 1 out of 5 stars | 7.36 | 8.01 | 6.96 | 0.61 | 6,498 | 8.84 | 1.00 (90) | 13Y 7M |
| ICICI Pru Medium Term Bond Dir | 1 out of 5 stars | 8.35 | 8.68 | 7.59 | 0.62 | 5,481 | 8.54 | 1.00 (365) | 13Y 7M |
| HDFC Medium Term Debt Dir | 1 out of 5 stars | 7.33 | 8.10 | 6.98 | 0.59 | 3,614 | 8.16 | — | 13Y 7M |
| ABSL Medium Term Dir | 1 out of 5 stars | 9.79 | 10.80 | 12.91 | 0.71 | 3,280 | 9.79 | 1.00 (365) | 13Y 7M |
Portfolio Breakup
| Fund | Category | |
| Number of Securities | 79 | 47 |
| Macaulay Duration (yrs) | 3.41 | 3.44 |
| Average Maturity (yrs) | 4.92 | 4.88 |
| Yield to Maturity (%) | 8.02 | 7.62 |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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https://www.axismf.com/mutual-funds
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