Axis Strategic Bond Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-0.3% AnnuallyAlpha
+7.1% vs +9.9% benchmarkSince Inception
+7.8% vs +6.3% benchmark3Y Annualized
+6.7% vs +6.5% benchmark5Y Annualized
Axis Strategic Bond Fund
Benchmark Index
Benchmark Performance Comparison
Axis Strategic Bond Fund
FD Returns
Risk Profile
Standard Deviation1.3%
Sharpe Ratio2.09
Beta1.47
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
7.1% Govt Stock 2034Utilities13.03%
7.18% Govt Stock 2033Utilities9.93%
Net Receivables / (Payables)Utilities4.30%
Jubilant Beverages LimitedUtilities3.42%
GMR Hyderabad International Airport LtdUtilities3.42%
Delhi International Airport LimitedUtilities3.42%
Nirma LimitedUtilities3.14%
Vedanta LimitedUtilities3.10%
Aditya Birla Digital Fashion Ventures LimitedUtilities3.10%
Nuvama Wealth Finance LimitedUtilities2.99%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.16%
Exit Load1
Regulatory & Tax Information
INF846K01BP2
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)