Should I invest in Axis Strategic Bond Fund?

We don't give personal investment advice. Axis Strategic Bond Fund - Direct Plan - Growth Option is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.2%. 5-year CAGR: 7.50%.

Axis

Axis Strategic Bond Fund - Direct Plan - Growth Option

Latest NAV

₹33.1390

As of

17 Jul 2026

3,272 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.01%	+0.01%	0.00	9 / 15	Q3
1W	-0.07%	-0.06%	-0.02	12 / 15	Q4
2W	-0.08%	-0.05%	-0.04	8 / 15	Q3
1M	+0.94%	+0.85%	+0.09	8 / 15	Q3
3M	+2.29%	+2.18%	+0.12	5 / 15	Q2
6M	+4.03%	+3.55%	+0.48	4 / 15	Q2
YTD	+3.87%	+4.22%	-0.35	5 / 15	Q2
1Y	+6.83%	+6.64%	+0.19	5 / 15	Q2
2Y	+8.55%	+7.85%	+0.70	5 / 15	Q2
3Y	+8.41%	+7.80%	+0.61	5 / 15	Q2
4Y	+8.35%	+7.45%	+0.90	4 / 14	Q2
5Y	+7.50%	+6.93%	+0.57	4 / 14	Q2
7Y	+7.99%	+6.86%	+1.12	3 / 13	Q1
10Y	+8.11%	+7.19%	+0.92	3 / 11	Q2
Inception	+8.59%	+7.72%	+0.87	3 / 14	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.87%	+3.68%	+0.19	4 / 13
2025	+8.94%	+8.63%	+0.31	5 / 13
2024	+9.42%	+8.87%	+0.55	3 / 13
2023	+7.99%	+7.37%	+0.62	1 / 13
2022	+4.52%	+4.89%	-0.38	3 / 13
2021	+5.93%	+6.93%	-0.99	7 / 13
2020	+11.17%	+6.04%	+5.14	4 / 13
2019	+7.79%	+5.23%	+2.56	7 / 13
2018	+7.30%	+6.32%	+0.98	2 / 13
2017	+7.77%	+6.95%	+0.82	3 / 13
2016	+12.46%	+11.98%	+0.49	4 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.79%

153 windows

min 3.6% · max 17.4%

100% positive

3-Year rolling

+8.59%

129 windows

min 6.1% · max 12.9%

100% positive

5-Year rolling

+8.40%

104 windows

min 7.1% · max 10.7%

100% positive

7-Year rolling

+8.44%

80 windows

min 7.2% · max 10.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.46%

3-year · annualised

Sharpe ratio

1.12

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.66%

Mar 2026 → Apr 2026

% positive months

97.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Medium Duration Fund

Scheme	Fund house	NAV	As of
HDFC Medium Term Debt Fund - Growth Option - Direct Plan	HDFC	₹65.5502	17 Jul 2026
Nippon India Medium Duration Fund - Direct Plan - Growth Option	Nippon India	₹18.2760	17 Jul 2026
SBI MEDIUM DURATION FUND - DIRECT PLAN - GROWTH	SBI	₹59.2317	17 Jul 2026
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth	ICICI Prudential	₹53.3838	17 Jul 2026
Invesco India Medium Duration Fund - Direct Plan - Growth	Invesco	₹1,354.3901	17 Jul 2026
Bandhan Medium Duration Fund - Direct Plan - Growth	Bandhan	₹53.0359	17 Jul 2026
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan	Aditya Birla Sun Life	₹47.7248	17 Jul 2026
Kotak Medium Term Fund - Direct Growth	Kotak	₹27.3953	17 Jul 2026
DSP Bond Fund - Direct Plan - Growth	DSP	₹92.1806	17 Jul 2026
HSBC Medium Duration Fund - Direct Growth	HSBC	₹23.8013	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹33.1390
16 Jul 2026	₹33.1372
15 Jul 2026	₹33.1122
14 Jul 2026	₹33.0931
13 Jul 2026	₹33.1661
10 Jul 2026	₹33.1638
9 Jul 2026	₹33.1260
8 Jul 2026	₹33.1042
7 Jul 2026	₹33.1796
6 Jul 2026	₹33.1944

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis Strategic Bond Fund - Direct Plan - Growth Option is ₹33.1390. It's a Medium Duration Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Strategic Bond Fund - Direct Plan - Growth Option has NAV history starting from 08 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Strategic Bond Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Medium Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Strategic Bond Fund - Direct Plan - Growth Option has delivered a absolute return of 6.83% — +0.19 pp ahead of the Medium Duration Fund category average of 6.64%. The fund ranks #5 of 15 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Strategic Bond Fund - Direct Plan - Growth Option has delivered a CAGR of 8.41% — +0.61 pp ahead of the Medium Duration Fund category average of 7.80%. The fund ranks #5 of 15 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Strategic Bond Fund - Direct Plan - Growth Option has delivered a CAGR of 7.50% — +0.57 pp ahead of the Medium Duration Fund category average of 6.93%. The fund ranks #4 of 14 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Strategic Bond Fund - Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹218,077 today — a multiplier of 2.18×, based on the 10-year CAGR of 8.11%. The category average over the same window would have grown ₹1 lakh to ₹200,167.

A ₹10,000 monthly SIP in Axis Strategic Bond Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹736,917 today. That's an XIRR (money-weighted annualised return) of 8.15%.

A ₹10,000 monthly SIP for 10 years in Axis Strategic Bond Fund - Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,803,916 (multiplier 1.50×). XIRR: 7.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Strategic Bond Fund - Direct Plan - Growth Option ranks #4 out of 14 funds in the Medium Duration Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.93%; this fund delivered 7.50%.

The worst peak-to-trough decline Axis Strategic Bond Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 1.23% — its NAV fell from a high on 07 Apr 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Strategic Bond Fund - Direct Plan - Growth Option averaged 8.40% (best 10.75%, worst 7.15%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Strategic Bond Fund - Direct Plan - Growth Option returned 8.94% — beating the Medium Duration Fund category average of 8.63% by 0.31 pp. It ranked #5 of 13 in its category that year.

Axis Strategic Bond Fund - Direct Plan - Growth Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Strategic Bond Fund - Direct Plan - Growth Option is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.2%. 5-year CAGR: 7.50%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Strategic Bond Fund - Direct Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Medium Duration Fund

Recent NAVs

Frequently asked questions

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