Debt Scheme - Medium Duration FundAxis Mutual Fund

Axis Strategic Bond Fund - Direct Plan - Growth Option

₹32.2718▼ 0.0049 (0.02%)

Scheme Type

Open Ended Schemes

NAV History

+11.92%

365 data points · Period: 1Y

Returns

CAGR

-0.02%

+0.46%

+0.95%

+6.74%

+7.97%

+7.36%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,192

+11.9%

3Y Ago

₹13,750

+37.5%

5Y Ago

₹17,778

+77.8%

Past performance ≠ future results

Fund Analytics

Score: 64.8 / 100

Performance

Total Returns

Simple return over period

+7.39%

CAGR

Compound annual growth rate

+7.39%

Growth of ₹10K

Hypothetical investment value

₹10,739

SIP XIRR

SIP internal rate of return

+5.68%

Risk

Volatility (Ann.)

Std deviation of returns

1.21%LOW

Max Drawdown

Worst peak-to-trough

-0.43%

Sharpe Ratio

Risk-adjusted return

1.15GOOD

Sortino Ratio

Downside risk-adjusted return

1.80GOOD

Benchmark

Beta

Market sensitivity

0.02DEF

Alpha

Excess return vs benchmark

+1.50%

Tracking Error

Deviation from benchmark

11.84%

Information Ratio

Alpha per unit tracking error

0.13

Treynor Ratio

Return per unit systematic risk

73.70

Capture

Upside Capture

Participation in market gains

7.39%

Downside Capture

Participation in market losses

-2.85%

Rolling Returns

1Y Rolling CAGR

Avg 7.9% (3.6% – 11.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.4%+0.1%

+1.5%

3Y+8.4%+12.2%

+2.3%

5Y+7.4%+11.0%

+1.3%

Beta

1Y: 0.023Y: 0.025Y: 0.01

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,01,235

Total Value

₹4,01,235

*Based on historical CAGR. Projections are illustrative, not guaranteed