Axis Strategic Bond Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 30.7748 0.0425(0.138 %) NAV as on 21 May 2025
Scheme Objective: The scheme will endeavor to generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Performance (As on 21 May 2025)
1 week returns | 3 month returns | 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|---|---|
Scheme | 0.54 % | 3.97 % | 6.11 % | 10.98 % | 8.95 % | 8.11 % | 8.78 % | >
Portfolio
Medium duration debt funds invest in a variety of debt instruments such as corporate and bank bonds, PSU bonds, and other government papers. While funds earn returns mostly through accrual of interest on bonds held, they may also gain from bond price appreciation when interest rates fall. Average maturities for these funds range around 3-5 years. These funds can be volatile in the short term based on bond price changes. Funds can pick instruments across the credit rating spectrum and therefore, fund risk levels vary widely within the category.
These funds suit any investor with investment horizons above 3 years. Ensure that funds do not have a high share of low-rated debt if you have a low risk appetite.