Should I invest in Axis Strategic Bond Fund?

We don't give personal investment advice. Axis Strategic Bond Fund - Regular 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: 1.3%. 5-year CAGR: 6.49%.

Axis

Axis Strategic Bond Fund - Regular Plan - Growth Option

Latest NAV

₹29.3838

As of

3 Jun 2026

3,427 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	+0.06%	+57.99%	-57.93	3 / 5	Q3
1W	+0.22%	+31.81%	-31.60	2 / 6	Q2
2W	+0.47%	+58.52%	-58.05	2 / 5	Q2
1M	+0.28%	+58.72%	-58.44	2 / 5	Q2
3M	+0.51%	+60.11%	-59.60	2 / 5	Q2
6M	+1.84%	+63.08%	-61.24	2 / 5	Q2
YTD	+1.53%	+59.33%	-57.80	2 / 5	Q2
1Y	+4.77%	+69.50%	-64.73	2 / 5	Q2
2Y	+7.32%	+22.88%	-15.57	2 / 5	Q2
3Y	+7.26%	+6.50%	+0.76	1 / 4	Q1
4Y	+7.38%	+6.58%	+0.80	1 / 3	Q2
5Y	+6.49%	+5.76%	+0.73	1 / 3	Q2
7Y	+7.24%	+6.05%	+1.19	1 / 2	Q2
10Y	+7.38%	+6.45%	+0.93	1 / 2	Q2
Inception	+7.88%	+2.98%	+4.90	2 / 6	Q2

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	+1.53%	+1.08%	+0.45	1 / 4
2025	+8.28%	+7.34%	+0.94	1 / 4
2024	+8.72%	+8.11%	+0.61	1 / 4
2023	+7.22%	+6.65%	+0.57	1 / 4
2022	+3.80%	+75.06%	-71.25	2 / 4
2021	+5.19%	-1.54%	+6.72	2 / 3
2020	+10.40%	+5.18%	+5.22	1 / 2
2019	+7.08%	+6.60%	+0.48	1 / 2
2018	+6.57%	+5.98%	+0.58	1 / 2
2017	+7.10%	+6.91%	+0.19	1 / 2
2016	+11.54%	+11.24%	+0.30	1 / 2

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

+7.98%

161 windows

min 2.9% · max 16.3%

100% positive

3-Year rolling

+7.90%

137 windows

min 5.5% · max 11.8%

100% positive

5-Year rolling

+7.77%

112 windows

min 6.4% · max 9.6%

100% positive

7-Year rolling

+7.76%

88 windows

min 6.6% · max 9.3%

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

1.41%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.70%

Mar 2026 → Apr 2026

% positive months

94.4%

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	₹64.2390	3 Jun 2026
Nippon India Medium Duration Fund - Direct Plan - Growth Option	Nippon India	₹17.9334	3 Jun 2026
SBI MEDIUM DURATION FUND - DIRECT PLAN - GROWTH	SBI	₹57.9957	3 Jun 2026
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth	ICICI Prudential	₹52.2680	3 Jun 2026
Invesco India Medium Duration Fund - Direct Plan - Growth	Invesco	₹1,326.1840	3 Jun 2026
Bandhan Medium Duration Fund - Direct Plan - Growth	Bandhan	₹51.8959	3 Jun 2026
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan	Aditya Birla Sun Life	₹46.7093	3 Jun 2026
Kotak Medium Term Fund - Direct Growth	Kotak	₹26.7884	3 Jun 2026
DSP Bond Fund - Direct Plan - Growth	DSP	₹90.1440	3 Jun 2026
HSBC Medium Duration Fund - Direct Growth	HSBC	₹23.3626	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹29.3838
2 Jun 2026	₹29.3893
1 Jun 2026	₹29.3717
31 May 2026	₹29.3703
29 May 2026	₹29.3609
27 May 2026	₹29.3397
26 May 2026	₹29.3257
25 May 2026	₹29.3133
22 May 2026	₹29.2564
21 May 2026	₹29.2363

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 03 Jun 2026, the NAV of Axis Strategic Bond Fund - Regular Plan - Growth Option is ₹29.3838. It's a Medium Duration Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Strategic Bond Fund - Regular Plan - Growth Option has NAV history starting from 03 Apr 2012, a track record of about 14 years 2 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 4.77% — -64.73 pp behind the Medium Duration Fund category average of 69.50%. The fund ranks #2 of 5 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Strategic Bond Fund - Regular Plan - Growth Option has delivered a CAGR of 7.26% — +0.76 pp ahead of the Medium Duration Fund category average of 6.50%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Axis Strategic Bond Fund - Regular Plan - Growth Option has delivered a CAGR of 6.49% — +0.73 pp ahead of the Medium Duration Fund category average of 5.76%. The fund ranks #1 of 3 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Strategic Bond Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹203,768 today — a multiplier of 2.04×, based on the 10-year CAGR of 7.38%. The category average over the same window would have grown ₹1 lakh to ₹186,771.

A ₹10,000 monthly SIP in Axis Strategic Bond Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹715,924 today. That's an XIRR (money-weighted annualised return) of 6.99%.

A ₹10,000 monthly SIP for 10 years in Axis Strategic Bond Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,719,100 (multiplier 1.43×). XIRR: 6.98%. 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 - Regular Plan - Growth Option ranks #1 out of 3 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 5.76%; this fund delivered 6.49%.

The worst peak-to-trough decline Axis Strategic Bond Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 1.28% — 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 - Regular Plan - Growth Option averaged 7.77% (best 9.57%, worst 6.39%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.11 — negative risk-adjusted performance.

In calendar year 2025, Axis Strategic Bond Fund - Regular Plan - Growth Option returned 8.28% — beating the Medium Duration Fund category average of 7.34% by 0.94 pp. It ranked #1 of 4 in its category that year.

Axis Strategic Bond Fund - Regular 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 - Regular 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: 1.3%. 5-year CAGR: 6.49%.

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

Axis Strategic Bond Fund - Regular 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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