Debt Medium Duration Moderately High Risk
The scheme will endeavor to generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Medium Duration | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.6% | 1.04% | 2.1% | 3.62% | 5.39% | 7.74% | 7.44% | 7.1% | 6.56% | 7.38% | 7.92% |
| Category returns | 0.63% | 0.84% | 1.8% | 3.07% | 4.82% | 7.37% | 6.97% | 6.83% | 6.56% | 6.46% | N/A |
| Absolute returns | 0.04% | 0.36% | 1.65% | 3.8% | 4.59% | 15.17% | 23.33% | 32.33% | 36.79% | 103.81% | 193.13% |
| Rank within category | 11 | 3 | 3 | 4 | 5 | 5 | 5 | 3 | 4 | 3 | N/A |
| Total Schemes in Category | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | N/A |
| Medium Duration | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 11.62% | 7.49% | 6.66% | 7.07% | 10.51% | 5.21% | 3.8% | 7.28% | 8.69% | 8.25% | 1.31% |
| Q1 returns | 2.6% | 1.74% | 1.82% | 2.48% | 2.95% | 0.63% | 1.04% | 1.74% | 2.35% | 2.37% | 0.57% |
| Q2 returns | 2.09% | 2.51% | 0.47% | -0.55% | 1.97% | 1.69% | -0.55% | 2.27% | 1.83% | 2.64% | 0.74% |
| Q3 Returns | 4.63% | 2.09% | 1.46% | 2.59% | 2.24% | 1.96% | 1.69% | 1.25% | 2.56% | 1.33% | N/A |
| Q4 Returns | 1.84% | 0.96% | 2.76% | 2.41% | 2.95% | 0.83% | 1.6% | 1.82% | 1.68% | 1.67% | N/A |
Expense ratio: 1.32%
Inclusive of GST
Exit load
1% on or before 15D, Nil after 15D
| Alpha | 0.0668199 |
| Beta | 0.4443 |
| Sharpe Ratio | 0.193357 |
| Sortino Ratio | 0.305159 |
| R-Squared | 0.8127 |
| Tracking Error | 0.4377 |
| Downside Risk | 1.0532 |
| Std. Deviation (Annualised) | 1.2547 |
| Medium Duration | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | 0.69% | 1.27% | 3.92% | 5.6% | 7.86% | 9.52% | 11.78% | 8.48% | 8.82% | 3,078.17 | 1.56 | 0.44 | Moderately High |
| Nippon India Medium Duration Fund - Growth | 0.63% | 1.01% | 1.99% | 3.21% | 6.78% | 7.56% | 8.81% | 3.21% | 4.27% | 143.40 | 1.04 | 0.20 | Moderately High |
| ICICI Prudential Medium Term Bond Fund - Growth | 0.83% | 1.01% | 2.37% | 4.23% | 6.24% | 7.49% | 6.59% | 7.3% | 7.43% | 5,524.44 | 1.39 | 0.28 | Moderately High |
| Kotak Medium Term Fund - Growth | 0.73% | 0.64% | 1.76% | 3.88% | 5.87% | 7.48% | 6.38% | 6.77% | 7.42% | 1,806.99 | 1.63 | 0.22 | High |
| Axis Strategic Bond Fund - Regular Plan - Growth Current | 0.6% | 1.04% | 2.1% | 3.62% | 5.39% | 7.44% | 6.56% | 7.38% | 7.92% | 2,083.11 | 1.32 | 0.25 | Moderately High |
| HSBC Medium Duration Fund - Regular Plan - Growth | 0.4% | 0.89% | 1.67% | 2.92% | 4.54% | 7.01% | 5.92% | 6.58% | 6.91% | 737.20 | 1.11 | 0.15 | Moderately High |
| HDFC Medium Term Debt Fund - Growth | 0.71% | 1.12% | 2.02% | 3.35% | 4.85% | 6.97% | 6.06% | 6.97% | 7.57% | 3,696.97 | 1.33 | 0.13 | Moderate |
| SBI Medium Duration Fund - Regular Plan - Growth | 0.75% | 0.89% | 1.98% | 3.27% | 4.63% | 6.94% | 6.09% | 7.75% | 7.71% | 6,580.15 | 1.21 | 0.14 | Moderately High |
| DSP Bond Fund - Regular Plan - Growth | 0.64% | 0.85% | 1.08% | 2.31% | 3.99% | 6.75% | 5.74% | 6% | 7.63% | 303.61 | 0.75 | 0.07 | Moderate |
| Bandhan Medium Duration Fund - Regular Plan - Growth | 0.68% | 1.03% | 1.61% | 2.33% | 3.67% | 6.21% | 5.04% | 6.33% | 7.03% | 1,328.86 | 1.36 | -0.02 | Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Government Securities | 22.26% |
| Corporate Debt | 67.99% | |
| Cash & Cash Equivalents and Net Assets | 3.61% | |
| REITs & InvITs | 3.49% | |
| PTC & Securitized Debt | 2.36% | |
| Alternative Investment Fund | 0.29% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 96.51% | |
| Power | 1.07% | |
| Transport Infrastructure | 1.24% | |
| Construction | 0.89% | |
| Realty | 0.30% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| 7.1% Government of India (08/04/2034) | Government Securities | 5.42% | |
| Jubilant Beverages Limited (31/05/2028) (ZCB) ** | Corporate Debt | 3.39% | |
| 8.58% GMR Hyderabad International Airport Limited (28/03/2034) ** | Corporate Debt | 3.19% | |
| 7.18% Tamilnadu State Development Loans (03/12/2033) | Government Securities | 2.99% | |
| 9.40% Vedanta Limited (20/02/2027) ** | Corporate Debt | 2.90% | |
| Jubilant Bevco Limited (31/05/2028) (ZCB) ** | Corporate Debt | 2.88% | |
| 8% Adani Power Limited (27/01/2028) ** | Corporate Debt | 2.87% | |
| 9.75% Nuvama Wealth Finance Limited (17/01/2028) ** | Corporate Debt | 2.79% | |
| 9.5% Delhi International Airport Limited (22/03/2034) ** | Corporate Debt | 2.64% | |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 2.64% | |
| 6.79% Government of India (07/10/2034) | Government Securities | 2.62% | |
| 9.01% Hiranandani Financial Services Private Limited (30/03/2029) ** | Corporate Debt | 2.46% | |
| 8.65% Aadhar Housing Finance Limited (20/08/2027) ** | Corporate Debt | 2.42% | |
| 8.5% Nirma Limited (07/04/2027) ** | Corporate Debt | 2.41% | |
| 7.44% Karnataka State Development Loans (25/02/2036) | Government Securities | 2.38% | |
| 7.24% Government of India (18/08/2055) | Government Securities | 2.31% | |
| 9.4% IKF Finance Limited (12/08/2027) ** | Corporate Debt | 2.16% | |
| JSW Kalinga Steel Limited (23/03/2029) (ZCB) ** | Corporate Debt | 2.15% | |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | Corporate Debt | 2.15% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 2.05% | |
| 7.96% Lodha Developers Limited (07/07/2028) ** | Corporate Debt | 2.02% | |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** | Corporate Debt | 1.94% | |
| 8.8% 360 One Prime Limited (22/06/2028) ** | Corporate Debt | 1.92% | |
| 9.5% Kogta Financial (India) Limited (30/10/2027) ** | Corporate Debt | 1.90% | |
| 6.9% Government of India (15/04/2065) | Government Securities | 1.88% | |
| 8.95% Aptus Finance India Private Limited (06/03/2029) ** | Corporate Debt | 1.81% | |
| JTPM Metal Traders Limited (29/09/2028) (ZCB) ** | Corporate Debt | 1.76% | |
| 8.60% Aditya Birla Renewables Limited (24/09/2027) ** | Corporate Debt | 1.69% | |
| 9.4% IndoStar Capital Finance Limited (18/06/2027) ** | Corporate Debt | 1.69% | |
| 9.5% Keystone Realtors Limited (29/09/2028) ** | Corporate Debt | 1.63% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.56% | |
| 6.48% Government of India (06/10/2035) | Government Securities | 1.30% | |
| 9.3% JM Financial Credit Solution Limited (15/02/2027) ** | Corporate Debt | 1.21% | |
| 8.3% Tata Projects Limited (07/01/2028) ** | Corporate Debt | 1.21% | |
| 8.15% Godrej Industries Limited (22/11/2029) ** | Corporate Debt | 1.20% | |
| 6.28% Government of India (14/07/2032) | Government Securities | 1.17% | |
| 6.94% Power Grid Corporation of India Limited (15/04/2035) ** | Corporate Debt | 1.16% | |
| IndiGrid Infrastructure Trust | Power | REITs & InvITs | 1.07% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 1.00% | |
| 9.95% IndoStar Capital Finance Limited (27/05/2026) ** | Corporate Debt | 0.97% | |
| 7.73% Embassy Office Parks REIT (14/12/2029) ** | Corporate Debt | 0.96% | |
| 7.55% L&T Metro Rail (Hyderabad) Limited (28/04/2035) ** | Corporate Debt | 0.94% | |
| Raajmarg Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 0.94% |
| Siddhivinayak Securitisation Trust (28/09/2030) ** | PTC & Securitized Debt | 0.90% | |
| Shivshakti Securitisation Trust (28/09/2029) ** | PTC & Securitized Debt | 0.90% | |
| Capital Infra Trust | Construction | REITs & InvITs | 0.89% |
| 5% GMR Airports Limited (13/08/2028) ** | Corporate Debt | 0.76% | |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 0.73% | |
| 8.6% Infopark Properties Limited (19/06/2039) ** | Corporate Debt | 0.72% | |
| 7.20% National Bank For Agriculture and Rural Development (21/10/2031) ** | Corporate Debt | 0.71% | |
| 7.80% Mahanagar Telephone Nigam Limited (07/11/2033) ** | Corporate Debt | 0.71% | |
| Radhakrishna Securitisation Trust (28/09/2028) ** | PTC & Securitized Debt | 0.57% | |
| 7.26% Government of India (06/02/2033) | Government Securities | 0.49% | |
| 7.86% Jharkhand State Development Loans (09/11/2034) | Government Securities | 0.49% | |
| 9.31% Vedanta Limited (03/12/2027) | Corporate Debt | 0.48% | |
| 9.65% Vistaar Financial Services Private Limited (18/06/2026) ** | Corporate Debt | 0.48% | |
| 7.45% Altius Telecom Infrastructure Trust (20/04/2035) ** | Corporate Debt | 0.47% | |
| 8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** | Corporate Debt | 0.31% | |
| 7.44% Maharashtra State Development Loans (04/02/2034) | Government Securities | 0.31% | |
| SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 | Alternative Investment Fund | 0.29% | |
| Citius Transnet Investment Trust | Transport Infrastructure | REITs & InvITs | 0.25% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 0.25% |
| 9.75% Veritas Finance Private Limited (28/11/2026) ** | Corporate Debt | 0.24% | |
| 8.50% Aadhar Housing Finance Limited (26/05/2026) ** | Corporate Debt | 0.24% | |
| 7.18% Government of India (14/08/2033) | Government Securities | 0.19% | |
| 7.57% Government of India (17/06/2033) | Government Securities | 0.15% | |
| 7.34% Government of India (22/04/2064) | Government Securities | 0.14% | |
| 7.26% Government of India (22/08/2032) | Government Securities | 0.10% | |
| 7.46% Karnataka State Development Loans (20/03/2038) | Government Securities | 0.09% | |
| 7.88% Government of India (19/03/2030) | Government Securities | 0.08% | |
| 8.49% National Highways Authority Of India (05/02/2029) ** | Corporate Debt | 0.06% | |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.05% |
| 7.1% Government of India (18/04/2029) | Government Securities | 0.05% | |
| 7.23% Government of India (15/04/2039) | Government Securities | 0.05% | |
| Cube Highways Trust - (CUBEINVIT) | Transport Infrastructure | REITs & InvITs | 0.04% |
| 7.26% Government of India (14/01/2029) | Government Securities | 0.02% | |
| 5.79% Government of India (11/05/2030) | Government Securities | 0.02% | |
| 8.60% Government of India (02/06/2028) | Government Securities | 0.02% | |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.02% |
| 7.35% Embassy Office Parks REIT (05/04/2027) ** | Corporate Debt | 0.00% | |
| 8.15% Government of India (24/11/2026) | Government Securities | 0.00% | |
| 7.59% Government of India (20/03/2029) | Government Securities | 0.00% | |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Sachin Jain has been associated with Axis AMC since 2017 and is responsible for managing domestic funds. Currently he oversees the Axis Overnight Fund, Axis Liquid Fund, Axis Ultra Short Duration Fund, Axis Strategic Bond Fund, Axis Gilt Fund.His experience and expertise includes money market and duration strategies in Fixed Income. Additionally, he has also worked on debt instruments like Corporate bonds, Government Securities, Derivatives and money market instruments.Sachin began his career in 2009 where he worked for Sunidhi Securities & Finance Limited. Prior to joining Axis AMC, he has worked for Sundaram AMC as a Fixed Income trader from 2013-2017.
Akhil Thakker joined Axis AMC in 2017. His area of expertise includes credit research across sectors and rating categories and is responsible for managing the Axis Credit Risk Fund and Axis Strategic Bond Fund.Over his career, Akhil has worked with marquee credit rating agencies in individual and leadership roles such as CRISIL Limited (2015-2017) and CARE Ratings Limited where he began his career (2010-2015).Qualification:- CFA (Level 3), Masters of Management Studies from K.J. Somaiya Institute of Management Studies & Research.
RETURNS
It is an Open ended scheme that primarily invests in Medium Duration.
The scheme will endeavor to generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
The scheme benchmark is the NIFTY Medium Duration Debt Index
It is classified as Moderately High Risk, suitable for investors with a Moderately High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 4.59%
3-year: 7.23%
5-year: 6.46%
Top holdings include names such as:
The NAV is around ₹29.31 (approx.) for the Axis Strategic Bond Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹2,076 Cr.
The expense ratio for the Regular Plan is 1.32.
1% on or before 15D, Nil after 15D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Devang Shah, Akhil Thakker, Sachin Jain
This fund is suitable for investors with a Moderately High risk tolerance.
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