Should I invest in Axis Strategic Bond Fund - Half Yearly IDCW?

We don't give personal investment advice. Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW 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: 6.0%. 5-year CAGR: 0.47%.

Axis

Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW

Latest NAV

₹12.0401

As of

17 Jul 2026

2,684 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%	+0.02	20 / 37	Q3
1W	-0.07%	-0.08%	+0.01	23 / 37	Q3
2W	-0.08%	-0.03%	-0.05	20 / 37	Q3
1M	+0.94%	+0.49%	+0.45	13 / 37	Q2
3M	+2.29%	+1.52%	+0.77	9 / 37	Q1
6M	+0.58%	+1.61%	-1.03	24 / 37	Q3
YTD	+0.43%	+1.65%	-1.23	23 / 37	Q3
1Y	-0.10%	+2.57%	-2.67	25 / 37	Q3
2Y	+1.47%	+3.46%	-1.99	21 / 37	Q3
3Y	+1.25%	+3.33%	-2.07	22 / 37	Q3
4Y	+0.73%	+3.53%	-2.80	26 / 35	Q3
5Y	+0.47%	+3.21%	-2.74	25 / 35	Q3
7Y	+1.35%	+2.22%	-0.88	17 / 31	Q3
10Y	+0.68%	+2.19%	-1.51	16 / 28	Q3
Inception	+0.85%	+2.46%	-1.60	19 / 34	Q3

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	+0.43%	+1.35%	-0.92	18 / 30
2025	+1.85%	+3.23%	-1.37	17 / 32
2024	+2.13%	+3.99%	-1.86	18 / 32
2023	-0.18%	+3.16%	-3.34	31 / 32
2022	-2.41%	+2.38%	-4.79	32 / 33
2021	+1.07%	+3.13%	-2.06	17 / 32
2020	+5.46%	-0.27%	+5.73	9 / 33
2019	+0.24%	+0.77%	-0.52	16 / 32
2018	-1.95%	+1.73%	-3.68	29 / 32
2017	-1.32%	+1.25%	-2.58	28 / 32
2016	+2.87%	+4.35%	-1.47	14 / 31

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

+0.78%

123 windows

min -5.5% · max 6.0%

59% positive

3-Year rolling

+0.55%

99 windows

min -1.6% · max 2.8%

63% positive

5-Year rolling

+0.82%

75 windows

min 0.1% · max 2.0%

100% positive

7-Year rolling

+0.69%

50 windows

min -0.1% · max 1.4%

98% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

4.42%

3-year · annualised

Sharpe ratio

-1.16

vs risk-free 6.5%

Sortino ratio

-1.36

Downside-only deviation

Max drawdown

-4.22%

Sep 2025 → Apr 2026

% positive months

80.6%

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 - Fortnightly IDCW Opt - Direct Plan	HDFC	₹10.0961	17 Jul 2026
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Medium Duration Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹23.0244	17 Jul 2026
ICICI Prudential Medium Term Bond Fund - Direct Plan - Quarterly IDCW	ICICI Prudential	₹11.5797	17 Jul 2026
Invesco India Medium Duration Fund - Direct Plan - Discretionary IDCW (Payout/Reinvestment)	Invesco	₹1,354.2957	17 Jul 2026
Bandhan Medium Duration Fund - Direct Plan - Bi Monthly IDCW	Bandhan	₹10.8072	17 Jul 2026
Aditya Birla Sun Life Medium Term Plan - DIRECT - HALF YEARLY IDCW	Aditya Birla Sun Life	₹15.0384	17 Jul 2026
Kotak Medium Term Fund - Direct - Standard Income Distribution cum capital withdrawal option	Kotak	₹27.3978	17 Jul 2026
DSP Bond Fund - Direct Plan - IDCW	DSP	₹11.7835	17 Jul 2026
HSBC Medium Duration Fund - Direct Annual IDCW	HSBC	₹11.6635	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹12.0401
16 Jul 2026	₹12.0395
15 Jul 2026	₹12.0304
14 Jul 2026	₹12.0234
13 Jul 2026	₹12.0500
10 Jul 2026	₹12.0491
9 Jul 2026	₹12.0354
8 Jul 2026	₹12.0275
7 Jul 2026	₹12.0549
6 Jul 2026	₹12.0602

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 - Half Yearly IDCW is ₹12.0401. It's a Medium Duration Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW has NAV history starting from 24 Jun 2015, a track record of about 11 years. 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 - Half Yearly IDCW 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 - Half Yearly IDCW has delivered a absolute return of -0.10% — -2.67 pp behind the Medium Duration Fund category average of 2.57%. The fund ranks #25 of 37 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW has delivered a CAGR of 1.25% — -2.07 pp behind the Medium Duration Fund category average of 3.33%. The fund ranks #22 of 37 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW has delivered a CAGR of 0.47% — -2.74 pp behind the Medium Duration Fund category average of 3.21%. The fund ranks #25 of 35 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW exactly 10 years ago would be worth approximately ₹107,040 today — a multiplier of 1.07×, based on the 10-year CAGR of 0.68%. The category average over the same window would have grown ₹1 lakh to ₹124,227.

A ₹10,000 monthly SIP in Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹615,684 today. That's an XIRR (money-weighted annualised return) of 1.02%.

A ₹10,000 monthly SIP for 10 years in Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW = ₹1,200,000 invested. It would currently be worth ₹1,256,449 (multiplier 1.05×). XIRR: 0.91%. 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 - Half Yearly IDCW ranks #25 out of 35 funds in the Medium Duration Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 3.21%; this fund delivered 0.47%.

The worst peak-to-trough decline Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW has experienced over the last 5-year window is 5.98% — its NAV fell from a high on 23 Sep 2021 to a low on 28 Mar 2023. 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 - Half Yearly IDCW averaged 0.82% (best 2.05%, worst 0.15%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.29 — negative risk-adjusted performance.

In calendar year 2025, Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW returned 1.85% — lagging the Medium Duration Fund category average of 3.23% by 1.37 pp. It ranked #17 of 32 in its category that year.

Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW 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 - Half Yearly IDCW 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: 6.0%. 5-year CAGR: 0.47%.

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