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Axis Strategic Bond Fund - Regular Plan - Growth Option

Axis · Equity Fund
High
₹29.87
Current NAV
25 Jun 2026
21.8%
1Y Return
19.8%
3Y CAGR
11.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.58).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.58
Sharpe Ratio
1.18
Beta
4.58
Alpha
2.02
Sortino
Fund Details
Fund House Axis
Category Equity Fund
AUM ₹7130 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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