Axis Strategic Bond Fund Overview
Category	Medium Duration Fund
BMSMONEY Rank	2
BMSMONEY Rating
Gro. Opt.	As On:	14-01-2025
NAV	₹26.73_(R)		+0.03%	₹29.29_(D)	+0.03%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	8.25%	6.53%	7.03%	6.97%	7.4%
LumpSum_(D)	8.94%	7.26%	7.77%	7.7%	8.2%
SIP_(R)	7.77%	3.4%	4.0%	5.64%	6.58%
SIP_(D)	8.44%	4.08%	4.71%	6.38%	7.34%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-0.24	-0.08	0.6	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	1.33%	-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
Icici Prudential Medium Term Bond Fund	3

NAV Date: 14-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW	10.13	0.0000	0.0300%
Axis Strategic Bond Fund - Direct Plan - Quarterly IDCW	10.32	0.0000	0.0300%
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW	10.54	0.0000	0.0300%
Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW	11.77	0.0000	0.0300%
Axis Strategic Bond Fund - Regular Plan - Growth Option	26.73	0.0100	0.0300%
Axis Strategic Bond Fund - Direct Plan - Growth Option	29.29	0.0100	0.0300%

Review Date: 14-01-2025

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 8.25% in 1 year, 6.53% in 3 years, 7.03% in 5 years and 7.4% in 10 years. The category average for the same periods is 7.71%, 6.29%, 6.03% and 6.65% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 1.33, 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 2.19, -1.17, -0.77, 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 ₹10894.0 in 1 year, ₹12339.0 in 3 years and ₹14539.0 in 5 years as of today (14-01-2025).
An SIP of ₹1,000 per month in Axis Strategic Bond Fund direct growth option would have grown to ₹12543.0 in 1 year, ₹38314.0 in 3 years and ₹67605.0 in 5 years as of today (14-01-2025).
standard deviation of 1.33 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 -0.24 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 %	0.16	0.14	0.02 \| 0.27	6 \| 14	Good
3M Return %	1.41	1.19	0.81 \| 1.49	3 \| 14	Very Good
6M Return %	3.89	3.77	2.83 \| 5.62	4 \| 14	Very Good
1Y Return %	8.25	7.71	5.82 \| 10.16	3 \| 14	Very Good
3Y Return %	6.53	6.29	4.09 \| 13.80	2 \| 13	Very Good
5Y Return %	7.03	6.03	1.22 \| 11.26	2 \| 11	Very Good
7Y Return %	6.97	5.85	0.99 \| 8.05	4 \| 11	Good
10Y Return %	7.40	6.65	3.30 \| 8.36	3 \| 10	Very Good
1Y SIP Return %	7.77	7.35	5.50 \| 10.46	4 \| 14	Very Good
3Y SIP Return %	3.40	3.00	1.31 \| 6.11	2 \| 13	Very Good
5Y SIP Return %	4.00	3.82	1.49 \| 8.68	3 \| 11	Very Good
7Y SIP Return %	5.64	4.96	2.54 \| 8.67	4 \| 11	Good
10Y SIP Return %	6.58	5.79	2.42 \| 8.35	3 \| 10	Very Good
Standard Deviation	1.33	2.19	1.21 \| 9.37	2 \| 13	Very Good
Semi Deviation	1.01	1.31	0.94 \| 2.25	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	-0.77	-2.37 \| -0.40	4 \| 13	Very Good
Sharpe Ratio	-0.24	-0.61	-1.45 \| 0.69	2 \| 13	Very Good
Sterling Ratio	0.60	0.56	0.33 \| 1.32	2 \| 13	Very Good
Sortino Ratio	-0.08	-0.05	-0.42 \| 2.12	2 \| 13	Very Good

_{Return data last Updated On :
Jan. 14, 2025.

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

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.21	0.19	0.08 \| 0.31	6 \| 14
3M Return %	1.56	1.35	1.03 \| 1.65	3 \| 14
6M Return %	4.20	4.10	3.29 \| 6.00	4 \| 14
1Y Return %	8.94	8.39	6.77 \| 10.96	3 \| 14
3Y Return %	7.26	6.99	5.04 \| 14.62	2 \| 13
5Y Return %	7.77	6.75	1.78 \| 12.04	2 \| 11
7Y Return %	7.70	6.59	1.66 \| 8.80	4 \| 11
10Y Return %	8.20	7.42	4.06 \| 9.10	3 \| 10
1Y SIP Return %	8.44	8.05	6.44 \| 11.27	3 \| 14
3Y SIP Return %	4.08	3.65	2.19 \| 6.86	3 \| 13
5Y SIP Return %	4.71	4.52	2.42 \| 9.45	4 \| 11
7Y SIP Return %	6.38	5.69	3.12 \| 9.43	3 \| 11
10Y SIP Return %	7.34	6.54	3.08 \| 9.11	3 \| 10
Standard Deviation	1.33	2.19	1.21 \| 9.37	2 \| 13
Semi Deviation	1.01	1.31	0.94 \| 2.25	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	-0.77	-2.37 \| -0.40	4 \| 13
Sharpe Ratio	-0.24	-0.61	-1.45 \| 0.69	2 \| 13
Sterling Ratio	0.60	0.56	0.33 \| 1.32	2 \| 13
Sortino Ratio	-0.08	-0.05	-0.42 \| 2.12	2 \| 13

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.03	₹ 10,003.00	0.03	₹ 10,003.00
1W	-0.18	₹ 9,982.00	-0.17	₹ 9,983.00
1M	0.16	₹ 10,016.00	0.21	₹ 10,021.00
3M	1.41	₹ 10,141.00	1.56	₹ 10,156.00
6M	3.89	₹ 10,389.00	4.20	₹ 10,420.00
1Y	8.25	₹ 10,825.00	8.94	₹ 10,894.00
3Y	6.53	₹ 12,090.00	7.26	₹ 12,339.00
5Y	7.03	₹ 14,046.00	7.77	₹ 14,539.00
7Y	6.97	₹ 16,021.00	7.70	₹ 16,807.00
10Y	7.40	₹ 20,427.00	8.20	₹ 21,985.00
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	7.77	₹ 12,499.98	8.44	₹ 12,542.72
3Y	₹ 36000	3.40	₹ 37,923.70	4.08	₹ 38,314.40
5Y	₹ 60000	4.00	₹ 66,402.78	4.71	₹ 67,604.82
7Y	₹ 84000	5.64	₹ 102,680.34	6.38	₹ 105,419.83
10Y	₹ 120000	6.58	₹ 168,335.16	7.34	₹ 175,130.76
15Y	₹ 180000		₹		₹

Date	Axis Strategic Bond Fund NAV Regular Growth	Axis Strategic Bond Fund NAV Direct Growth
14-01-2025	26.7259	29.2852
13-01-2025	26.7185	29.2765
10-01-2025	26.7694	29.3308
09-01-2025	26.7653	29.3258
08-01-2025	26.7647	29.3248
07-01-2025	26.7741	29.3345
06-01-2025	26.7579	29.3163
03-01-2025	26.7337	29.2883
02-01-2025	26.7244	29.2777
01-01-2025	26.7237	29.2764
31-12-2024	26.7311	29.284
30-12-2024	26.7115	29.2621
27-12-2024	26.6943	29.2417
26-12-2024	26.6927	29.2395
24-12-2024	26.695	29.241
23-12-2024	26.6914	29.2366
20-12-2024	26.6614	29.2023
19-12-2024	26.6653	29.2061
18-12-2024	26.6934	29.2364
17-12-2024	26.6766	29.2175
16-12-2024	26.6823	29.2232

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