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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 22.66 -0.01 % 1-D Change
Returns
8.11% p.a.
Earn upto 0.69% extra returns with Direct Plan
ET Money's Fund Report Card - Axis Strategic Bond Fund
ET Money Rank
Not yet ranked
Performance Quality
Excellent
Generated returns consistently
5/5
Increased returns for each unit of additional risk
5/5
Downside Protection
Excellent
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
5/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Show performance of:
Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 1.08% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,690 Crs |
| Lock-in | No Lockin |
| Age | 10 yrs 6 m Since Mar 09, 2012 |
| Benchmark | NIFTY Medium Duration Debt Index C-III |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Strategic Bond Fund
Axis Strategic Bond Fund -Growth is a Medium Duration mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 10 yrs 6 m, having been launched on 09/03/2012. Axis Strategic Bond Fund -Growth has ₹1,690 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.08%, which is higher than what most other
Medium Duration
funds charge.
.....
- Axis Strategic Bond Fund -Growth returns of last 1-year are 3.74%. Since launch, it has delivered 8.14% average annual returns. The fund has doubled the money invested in it every 9 yrs.
- Axis Strategic Bond Fund -Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is above average.
- The fund's credit profile is moderate indicating it has lent to borrowers whose quality is good. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
- The fund's top holdings are in GOI, G R Infraprojects Ltd., Prestige Projects Private Ltd., Pune Solapur Expressways Pvt Ltd., Navi Finserv Private Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Bifurcation by Holding is not available for this fund
Allocation by Market Cap
Large Cap 0%
Mid Cap 0%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Bifurcation by Sector is not available for this fund
Top Debt Holdings
GOI 36.36%
Others 5.53%
G R Infraprojects Ltd. 2.41%
Prestige Projects Private Ltd. 2.39%
Allocation by Credit Quality
SOV 42.32%
AAA 16.43%
AA 13.23%
Cash & Call Money 7.22%
Allocation by Instruments
Bifurcation by Instrument is not available for this fund
Other Holdings
Others 1.69%
Comparison with medium duration Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | 8.44% | ||
| SBI Magnum Medium Duration Fund | 7.75% | ||
| ICICI Prudential Medium Term Bond Fund | 7.37% | ||
| Axis Strategic Bond Fund | 7.35% | ||
| HDFC Medium Term Debt Fund | 7.24% | ||
| Kotak Medium Term Fund | 6.72% | ||
| Axis Strategic Bond Fund | 6.61% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.78% | 0.63% | 6 / 22 |
| 3 months | 2.63% | 3.21% | 8 / 22 |
| 6 months | 2.11% | 1.8% | 3 / 22 |
| 1 year | 3.73% | 3.51% | 3 / 19 |
| 3 years | 6.92% | 5.25% | 4 / 15 |
| 5 years | 6.61% | 4.8% | 4 / 14 |
| 10 years | 8.04% | 7.45% | 3 / 9 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Moderate risk
Axis Strategic Bond Fund
DEBT MEDIUM DURATION
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
- Std. Dev : 1.98
- Alpha : 2.69
- Beta : 0.73
- Sharpe : 1.61
- Sortino : 2.47
-
Devang Shah
Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
-
Kaustubh Sule
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
