Debt Scheme - Medium Duration FundAxis Mutual Fund

Axis Strategic Bond Fund - Direct Plan - Growth Option

₹33.3148▼ 0.0155 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+12.47%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,247

+12.5%

3Y Ago

₹13,963

+39.6%

5Y Ago

₹17,687

+76.9%

Past performance ≠ future results

Fund Analytics

Score: 38.3 / 100

Performance

Total Returns

Simple return over period

+7.22%

CAGR

Compound annual growth rate

+7.22%

Growth of ₹10K

Hypothetical investment value

₹10,722

SIP XIRR

SIP internal rate of return

+7.43%

Risk

Volatility (Ann.)

Std deviation of returns

1.54%LOW

Max Drawdown

Worst peak-to-trough

-0.50%

Sharpe Ratio

Risk-adjusted return

0.79AVG

Sortino Ratio

Downside risk-adjusted return

1.32AVG

Benchmark

Beta

Market sensitivity

0.05DEF

Alpha

Excess return vs benchmark

+1.58%

Tracking Error

Deviation from benchmark

11.96%

Information Ratio

Alpha per unit tracking error

0.13

Treynor Ratio

Return per unit systematic risk

25.79

Capture

Upside Capture

Participation in market gains

8.67%

Downside Capture

Participation in market losses

-1.71%

Rolling Returns

1Y Rolling CAGR

Avg 9.2% (3.6% – 19.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.2%-1.6%

+1.6%

3Y+8.5%+8.8%

+2.5%

5Y+7.4%+9.1%

+1.4%

Beta

1Y:0.053Y:0.035Y:0.02

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

₹1,12,432

Total Value

₹4,12,432

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