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Axis Mutual Fund

Axis Strategic Bond Fund - Direct Plan - Quarterly IDCW

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderately High Risk★★★★ISIN INF846K01DW4
NAV · 06-Jul-2026
10.4324
1M
+0.21%
6M
+0.07%
1Y (CAGR)
-0.68%
3Y (CAGR)
+0.40%
5Y (CAGR)
-0.07%
Since inception (CAGR)
+0.05%

NAV history

10.2710.4210.5604-07-202303-07-202610.42
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
4.13%
Downside dev (3y)
7.04%
Max drawdown (3y)
-3.8%
Sharpe (3y)
-1.48
SIP XIRR (3y)
+0.12%
SIP XIRR (5y)
+0.15%
Calendar-year returns
2020 +1.4%2021 -3.6%2022 -0.4%2023 -0.5%2024 +1.2%2025 +0.9%

Fund facts

AUM₹20,666 Cr
Expense ratio0.71% · 2026-05-31
TER · AMFI officialDirect 0.72% · Regular 1.33% (2026-06-30)
Launch date09-Mar-2012
Plan typeOpen Ended · Debt
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility4.84
AMCAxis Asset Management Co. Ltd.

Objective · To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

scheme documents ↗