Should I invest in Axis Strategic Bond Fund - Quarterly IDCW?

We don't give personal investment advice. Axis Strategic Bond Fund - Regular Plan - Quarterly 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: 6.2%. 5-year CAGR: -0.90%.

Axis

Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW

Latest NAV

₹10.1042

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%	+76.20%	-76.14	11 / 19	Q3
1W	+0.22%	+41.40%	-41.19	8 / 23	Q2
2W	+0.47%	+81.02%	-80.55	6 / 18	Q2
1M	+0.28%	+81.50%	-81.22	8 / 18	Q2
3M	-1.46%	+87.43%	-88.89	15 / 17	Q4
6M	-2.09%	+84.56%	-86.65	16 / 18	Q4
YTD	-0.46%	+75.65%	-76.11	15 / 19	Q4
1Y	-3.10%	+91.60%	-94.70	15 / 18	Q4
2Y	-0.75%	+25.99%	-26.74	16 / 18	Q4
3Y	-0.81%	+2.01%	-2.82	10 / 13	Q4
4Y	+0.29%	+3.25%	-2.96	9 / 11	Q4
5Y	-0.90%	+2.51%	-3.42	9 / 11	Q4
7Y	-0.04%	+1.67%	-1.71	8 / 9	Q4
10Y	-0.46%	+1.31%	-1.77	7 / 8	Q4
Inception	+0.05%	-0.76%	+0.81	16 / 24	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	-0.46%	-2.57%	+2.11	8 / 12
2025	+0.17%	+3.45%	-3.28	11 / 13
2024	+0.54%	+3.67%	-3.14	9 / 12
2023	+0.12%	+2.86%	-2.74	9 / 12
2022	-0.59%	+91.44%	-92.03	12 / 16
2021	-4.45%	-4.67%	+0.22	8 / 14
2020	+0.53%	-1.67%	+2.20	2 / 9
2019	+3.51%	+2.25%	+1.26	2 / 9
2018	-1.84%	+0.61%	-2.45	8 / 9
2017	-2.54%	-0.15%	-2.40	8 / 8
2016	+1.51%	+2.02%	-0.51	5 / 7

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

+0.04%

161 windows

min -5.9% · max 6.2%

53% positive

3-Year rolling

-0.09%

137 windows

min -2.1% · max 2.9%

48% positive

5-Year rolling

-0.29%

112 windows

min -1.5% · max 1.1%

28% positive

7-Year rolling

-0.19%

88 windows

min -1.1% · max 1.1%

40% 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

3.60%

3-year · annualised

Sharpe ratio

-2.02

vs risk-free 6.5%

Sortino ratio

-2.40

Downside-only deviation

Max drawdown

-4.44%

Jun 2025 → Apr 2026

% positive months

63.9%

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
Invesco India Medium Duration Fund - Regular Plan - Discretionary IDCW(Payout / Reinvestment))	Invesco	₹1,273.0112	3 Jun 2026
Bandhan Medium Duration Fund - Regular Plan - Periodic IDCW	Bandhan	₹14.9026	3 Jun 2026
HSBC Medium Duration Fund - Regular Annual IDCW	HSBC	₹10.3826	3 Jun 2026
UTI - Medium Term Fund (Segregated - 06032020) - Regular Plan - Annual Dividend Option	UTI	₹0.0000	3 Jun 2026
Axis Strategic Bond Fund - Regular Plan - Half Yearly IDCW	Axis	₹10.3409	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹10.1042
2 Jun 2026	₹10.1061
1 Jun 2026	₹10.1000
31 May 2026	₹10.0996
29 May 2026	₹10.0963
27 May 2026	₹10.0890
26 May 2026	₹10.0842
25 May 2026	₹10.0799
22 May 2026	₹10.0604
21 May 2026	₹10.0535

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 - Quarterly IDCW is ₹10.1042. It's a Medium Duration Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW 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 - Quarterly 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 - Regular Plan - Quarterly IDCW has delivered a absolute return of -3.10% — -94.7 pp behind the Medium Duration Fund category average of 91.60%. The fund ranks #15 of 18 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -0.81% — -2.82 pp behind the Medium Duration Fund category average of 2.01%. The fund ranks #10 of 13 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW has delivered a CAGR of -0.90% — -3.42 pp behind the Medium Duration Fund category average of 2.51%. The fund ranks #9 of 11 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW exactly 10 years ago would be worth approximately ₹95,453 today — a multiplier of 0.95×, based on the 10-year CAGR of -0.46%. The category average over the same window would have grown ₹1 lakh to ₹113,891.

A ₹10,000 monthly SIP in Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹594,317 today. That's an XIRR (money-weighted annualised return) of -0.37%.

A ₹10,000 monthly SIP for 10 years in Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW = ₹1,200,000 invested. It would currently be worth ₹1,172,279 (multiplier 0.98×). XIRR: -0.46%. 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 - Quarterly IDCW ranks #9 out of 11 funds in the Medium Duration Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 2.51%; this fund delivered -0.90%.

The worst peak-to-trough decline Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW has experienced over the last 5-year window is 6.19% — its NAV fell from a high on 14 Jun 2021 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 - Quarterly IDCW averaged -0.29% (best 1.07%, worst -1.47%). 28% of rolling windows ended positive. The 5-year Sharpe ratio is -2.02 — negative risk-adjusted performance.

In calendar year 2025, Axis Strategic Bond Fund - Regular Plan - Quarterly IDCW returned 0.17% — lagging the Medium Duration Fund category average of 3.45% by 3.28 pp. It ranked #11 of 13 in its category that year.

Axis Strategic Bond Fund - Regular Plan - Quarterly 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 - Regular Plan - Quarterly 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: 6.2%. 5-year CAGR: -0.90%.

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