Axis Strategic Bond Fund – Analyse AUM, NAV, Returns and more

Axis Strategic Bond Fund is an Open-ended, medium duration category fund launched in 2012 by Axis Mutual Fund. The fund manager name is Devang Shah. The risk in this fund is average but the returns are high. In this article, we will do a detailed analysis of the Axis Strategic Bond Fund, we will dig deep into its AUM, NAV Returns & more.

Axis Strategic Bond Fund


Axis Strategic Bond Fund Ranking

Crisil MF Rank 3

Background of Axis Strategic Bond Fund

Name of Fund Axis Strategic Bond Fund
Type of Fund ( Open / Close) Open-ended
Category of Fund Debt: Medium Duration
Fund Manager Devang Shah
Launch Date 1-Mar-2012

Invest in Axis Strategic Bond Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


Axis Strategic Bond Fund Performance

Risk Grade Average
Return Grade High
NAV (as on current Date) Rs. 17.66 as on Dec 17, 2018
Net Asset (as on current date) Rs. 1243.3 crore as on Nov 30, 2018

Fund Portfolio Characteristics

Total Stock/Securities 91
Total Bonds
Avg Market Cap (in cr)
Portfolio P/B Ratio
Portfolio P/E Ratio
3Y Earning Growth (%)
Average Matuarity 2.4
Avg 52 Week High 2.6
Avg 52 Week Low 2.2
Average Credit Rating AA

Know about other Mutual Funds

Axis Bluechip Fund Jm Tax Gain Fund Reliance Power Infra Fund
Axis Focused 25 Fund Kotak Emerging Equity Scheme Regular Plan Reliance Small Cap Fund
Axis Long Term Equity Fund Kotak Equity Savings Fund Regular Plan Sbi Bluechip Fund

Axis Strategic Bond Fund Composition

Equity
Debt
Cash
Debentures 61.43%
Bonds 11.64%
NON Converitbles 10.71%
Zero Coupons 4.98%
Bonds (short term) 2.99%
Repo 2.72%

Axis Strategic Bond Fund Risk Analysis

Standard Deviation 2.44
Sharpe Ratio 0.7
Beta
R Square
Alpha

Axis Strategic Bond Fund NAV – Yearly

2018 17.66
2017 16.64
2016 15.48
2015 13.87
2014 12.99
52 Week High (NAV) 17.66
52 Week Low (NAV) 16.65

Get detailed analysis of other Mutual Funds

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Axis Strategic Bond Fund Returns – Yearly

2018 6.170%
2017 16.640%
2016 15.480%
2015 13.870%
2014 12.990%

Axis Strategic Bond Fund AUM

2018 1483
2017 1060
2016 220
2015 249
2014 142

Fund Expense Ratio

2018
2017 1.060%
2016 1.280%
2015 1.650%
2014 1.900%

Axis Strategic Bond Fund Quarterly Returns

2018 Q1 1.820%
2018 Q2 0.470%
2018 Q3 1.460%
2018 Q4
2017 Q1 1.740%
2017 Q2 2.510%
2017 Q3 2.090%
2017 Q4 0.960%
2016 Q1 2.600%
2016 Q2 2.090%
2016 Q3 4.630%
2016 Q4 1.840%
2015 Q1 2.600%
2015 Q2 -0.180%
2015 Q3 4.020%
2015 Q4 0.200%
2014 Q1 2.580%
2014 Q2 3.250%
2014 Q3 2.200%
2014 Q4 6.250%

Find details on other Mutual Funds

Canara Robeco Emerging Equities Fund Direct Plan Lic Mf Large Mid Cap Fund Sbi Magnum Multicap Fund
Canara Robeco Equity Diversified Fund Regular Plan Lt Emerging Businesses Fund Sbi Small Cap Fund
Canara Robeco Gilt Fund Lt Hybrid Equity Fund Sundaram Large And Mid Cap Fund

Fund Weightage by Sector

1 SOV (5.31%)
2 AAA (35.07%)
3 A1+ (0)
4 AA (38.69%)
5 A and Below (17.67%)
6 Term Deposit (0)
7 Bill Rediscounting (0)
8 Cash Equivalent (3.22%)
9 Unrated / Others (0)
10

Fund Weightage by Securities Holding

1 NRSS XXIX Transmission (4.02%)
2 Renew Power (2.96%)
3 Coastal Gujarat Power (2.80%)
4 GOI 7.17% 2028-01-08 (2.74%)
5 Reliance Retail Ltd. (2.72%)
6 Suhani Trading And Investment (2.23%)
7 JSW Techno Projects (2.07%)
8 HDFC (2.01%)
9 GOI 7.37% 2023-04-16 (2.00%)
10 JK Lakshmi Cement (2.00%)

Fund Investment Information

AMC Axis Asset Management Company Ltd.
Registrar Karvy Fintech Pvt Ltd.
Minimum Investment 5000
Minimum SIP Investment 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within
365 days

Conclusion:

“The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.”


Invest in Axis Strategic Bond Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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