Axis Strategic Bond Fund
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Growthvine rating: 4/5 — ranked #6 of 34 in category.
Fund basics
| Category | Debt: Medium Duration |
|---|---|
| NAV | ₹30.29 (as of 2026-11-11) |
| AUM | ₹1,972 Cr |
| Expense ratio | 1.12% |
| Riskometer | Moderately High |
| Fund manager | Akhil Bipin Thakker |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 6.53% |
|---|---|
| Sharpe ratio | 1.14 |
| Standard deviation | 1.55% |
| Max drawdown | −7.49% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 103.5% of NIFTY Medium Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 4.7% | Q1 (Top) | #5 of 34 |
| 2025 | 8.2% | Q1 (Top) | #7 of 33 |
| 2024 | 8.7% | Q1 (Top) | #8 of 32 |
| 2023 | 7.3% | Q1 (Top) | #2 of 22 |
| 2022 | 3.8% | Q1 (Top) | #3 of 14 |