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Axis Strategic Bond Fund - Direct Plan - Quarterly IDCW

Axis · Equity Fund
High
₹10.24
Current NAV
27 Oct 2026
-2.5%
1Y Return
0.1%
3Y CAGR
-0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.00
Sharpe Ratio
1.50
Beta
0.50
Alpha
1.30
Sortino
Fund Details
Fund House Axis
Category Equity Fund
AUM ₹8550 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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