Axis Strategic Bond Fund Overview
Category	Medium Duration Fund
BMSMONEY Rank	2
BMSMONEY Rating
Gro. Opt.	As On:	02-12-2024
NAV	₹26.63_(R)		+0.21%	₹29.16_(D)	+0.21%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	9.15%	6.49%	7.04%	6.95%	7.57%
LumpSum_(D)	9.86%	7.22%	7.79%	7.69%	8.36%
SIP_(R)	9.02%	7.72%	7.0%	6.65%	6.82%
SIP_(D)	9.71%	8.45%	7.73%	7.38%	7.56%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-0.28	-0.1	0.59	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	1.34%	-0.61%	-0.86%	-	1.01%

Top Medium Duration Fund
Fund Name	Rank	Rating
Aditya Birla Sun Life Medium Term Plan	1
Axis Strategic Bond Fund	2
Kotak Medium Term Fund	3

NAV Date: 02-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW	10.3	0.0200	0.2100%
Axis Strategic Bond Fund - Direct Plan - Quarterly IDCW	10.47	0.0200	0.2100%
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW	10.5	0.0200	0.2100%
Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW	11.72	0.0200	0.2100%
Axis Strategic Bond Fund - Regular Plan - Growth Option	26.63	0.0600	0.2100%
Axis Strategic Bond Fund - Direct Plan - Growth Option	29.16	0.0600	0.2100%

Review Date: 02-12-2024

Axis Strategic Bond Fund has exhibited very good performance in the Medium Duration Fund category. The fund has rank of 2 out of 13 funds in the category. The fund has delivered return of 9.15% in 1 year, 6.49% in 3 years, 7.04% in 5 years and 7.57% in 10 years. The category average for the same periods is 8.61%, 6.18%, 6.02% and 6.74% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 1.34, VaR of -0.61, Average Drawdown of -0.49, Semi Deviation of 1.01 and Max Drawdown of -0.86. The category average for the same parameters is 2.2, -1.17, -0.69, 1.31 and -1.43 respectively. The fund has very low risk in the category.

Key Points:

An investment of ₹10,000 in Axis Strategic Bond Fund direct growth option would have grown to ₹10986.0 in 1 year, ₹12325.0 in 3 years and ₹14548.0 in 5 years as of today (02-12-2024).
An SIP of ₹1,000 per month in Axis Strategic Bond Fund direct growth option would have grown to ₹12621.0 in 1 year, ₹40898.0 in 3 years and ₹72925.0 in 5 years as of today (02-12-2024).
standard deviation of 1.34 and based on VaR one can expect to lose more than -0.61% of current value of fund in one year.
Sharpe ratio of the fund is -0.28 which shows very good performance of fund in the medium duration fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	0.77	0.67	0.40 \| 0.86	3 \| 14	Very Good
3M Return %	2.22	2.18	1.69 \| 3.88	3 \| 14	Very Good
6M Return %	4.36	4.28	3.38 \| 6.55	3 \| 14	Very Good
1Y Return %	9.15	8.61	6.89 \| 10.96	3 \| 14	Very Good
3Y Return %	6.49	6.18	3.97 \| 13.72	2 \| 13	Very Good
5Y Return %	7.04	6.02	1.18 \| 11.27	2 \| 11	Very Good
7Y Return %	6.95	5.82	0.94 \| 8.03	4 \| 11	Good
10Y Return %	7.57	6.74	3.35 \| 8.43	3 \| 10	Very Good
1Y SIP Return %	9.02	8.60	6.80 \| 12.28	3 \| 14	Very Good
3Y SIP Return %	7.72	7.34	5.51 \| 11.51	2 \| 13	Very Good
5Y SIP Return %	7.00	6.78	4.41 \| 12.07	2 \| 11	Very Good
7Y SIP Return %	6.65	5.99	3.57 \| 9.82	4 \| 11	Good
10Y SIP Return %	6.82	6.05	2.75 \| 8.66	3 \| 10	Very Good
Standard Deviation	1.34	2.20	1.23 \| 9.37	2 \| 13	Very Good
Semi Deviation	1.01	1.31	0.95 \| 2.26	2 \| 13	Very Good
Max Drawdown %	-0.86	-1.43	-2.57 \| -0.45	3 \| 13	Very Good
VaR 1 Y %	-0.61	-1.17	-2.65 \| 0.00	4 \| 13	Very Good
Average Drawdown %	-0.49	-0.69	-1.22 \| -0.33	4 \| 13	Very Good
Sharpe Ratio	-0.28	-0.64	-1.49 \| 0.69	2 \| 13	Very Good
Sterling Ratio	0.59	0.55	0.32 \| 1.31	2 \| 13	Very Good
Sortino Ratio	-0.10	-0.06	-0.43 \| 2.09	2 \| 13	Very Good

_{Return data last Updated On :
Dec. 2, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.82	0.72	0.47 \| 0.87	3 \| 14
3M Return %	2.37	2.35	1.91 \| 4.07	3 \| 14
6M Return %	4.68	4.62	3.84 \| 6.94	3 \| 14
1Y Return %	9.86	9.31	7.86 \| 11.77	3 \| 14
3Y Return %	7.22	6.88	4.92 \| 14.54	2 \| 13
5Y Return %	7.79	6.75	1.75 \| 12.05	2 \| 11
7Y Return %	7.69	6.55	1.61 \| 8.78	3 \| 11
10Y Return %	8.36	7.50	4.11 \| 9.16	3 \| 10
1Y SIP Return %	9.71	9.30	7.77 \| 13.10	3 \| 14
3Y SIP Return %	8.45	8.03	6.45 \| 12.31	3 \| 13
5Y SIP Return %	7.73	7.50	5.36 \| 12.86	2 \| 11
7Y SIP Return %	7.38	6.70	4.14 \| 10.56	3 \| 11
10Y SIP Return %	7.56	6.79	3.39 \| 9.40	3 \| 10
Standard Deviation	1.34	2.20	1.23 \| 9.37	2 \| 13
Semi Deviation	1.01	1.31	0.95 \| 2.26	2 \| 13
Max Drawdown %	-0.86	-1.43	-2.57 \| -0.45	3 \| 13
VaR 1 Y %	-0.61	-1.17	-2.65 \| 0.00	4 \| 13
Average Drawdown %	-0.49	-0.69	-1.22 \| -0.33	4 \| 13
Sharpe Ratio	-0.28	-0.64	-1.49 \| 0.69	2 \| 13
Sterling Ratio	0.59	0.55	0.32 \| 1.31	2 \| 13
Sortino Ratio	-0.10	-0.06	-0.43 \| 2.09	2 \| 13

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.21	₹ 10,021.00	0.21	₹ 10,021.00
1W	0.43	₹ 10,043.00	0.45	₹ 10,045.00
1M	0.77	₹ 10,077.00	0.82	₹ 10,082.00
3M	2.22	₹ 10,222.00	2.37	₹ 10,237.00
6M	4.36	₹ 10,436.00	4.68	₹ 10,468.00
1Y	9.15	₹ 10,915.00	9.86	₹ 10,986.00
3Y	6.49	₹ 12,075.00	7.22	₹ 12,325.00
5Y	7.04	₹ 14,054.00	7.79	₹ 14,548.00
7Y	6.95	₹ 16,008.00	7.69	₹ 16,796.00
10Y	7.57	₹ 20,738.00	8.36	₹ 22,329.00
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	9.02	₹ 12,577.97	9.71	₹ 12,621.40
3Y	₹ 36000	7.72	₹ 40,462.06	8.45	₹ 40,898.45
5Y	₹ 60000	7.00	₹ 71,603.28	7.73	₹ 72,924.54
7Y	₹ 84000	6.65	₹ 106,427.41	7.38	₹ 109,220.33
10Y	₹ 120000	6.82	₹ 170,422.44	7.56	₹ 177,168.60
15Y	₹ 180000		₹		₹

Date	Axis Strategic Bond Fund NAV Regular Growth	Axis Strategic Bond Fund NAV Direct Growth
02-12-2024	26.6299	29.159
29-11-2024	26.5748	29.0972
28-11-2024	26.5303	29.048
27-11-2024	26.5282	29.0452
26-11-2024	26.5147	29.03
25-11-2024	26.5147	29.0295
22-11-2024	26.4871	28.9977
21-11-2024	26.4922	29.0029
19-11-2024	26.4915	29.0012
18-11-2024	26.4785	28.9864
14-11-2024	26.453	28.9565
13-11-2024	26.4648	28.969
12-11-2024	26.468	28.972
11-11-2024	26.467	28.9704
08-11-2024	26.4548	28.9556
07-11-2024	26.4368	28.9355
06-11-2024	26.4302	28.9278
05-11-2024	26.4298	28.9269
04-11-2024	26.4255	28.9217

Fund Launch Date: 09/Mar/2012
Fund Category: Medium Duration Fund
Investment Objective: To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Fund Description: An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 years to 4 years
Fund Benchmark: NIFTY Medium Duration Debt Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Axis Strategic Bond Fund

Axis Strategic Bond Fund NAV

Axis Strategic Bond Fund Review

Axis Strategic Bond Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Strategic Bond Fund Review Dashboard (Regular Plan)

Axis Strategic Bond Fund Review Dashboard (Direct Plan)

Axis Strategic Bond Fund Lumpsum Returns and Investment Value

Axis Strategic Bond Fund SIP Return and Investment Value

Axis Strategic Bond Fund NAV History

Axis Strategic Bond Fund Information