Axis Strategic Bond Fund(H-IDCW)-Direct Plan

11.71 -0.25 (-2.06%) NAV as on 28-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.034.006.017.236.206.71
Category Avg11.139.335.545.726.203.24
Category Best9.199.838.839.7010.299.77
Category Worst-12.51-3.390.494.946.936.47

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20211.87NANA0.80
20202.152.423.133.13
2019-0.392.762.592.64
20180.671.612.922.01
20172.652.241.141.95
20162.334.771.992.87

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202011.28422NA
20197.78819NA
20187.4317NA
20178.22317NA
201612.48419NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Magnum Medium Duration Fund-Reg(G)40.6010-Nov-036.729.818.728.14
ICICI Pru Medium Term Bond Fund(G)35.2117-Sep-047.78.757.577.66
HDFC Medium Term Debt Fund(G)45.0607-Feb-027.768.657.347.96
IDFC Bond Fund - Medium Term Plan-Reg(G)37.5509-Jul-034.698.287.067.52
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.2265
Semi Standard Deviation [%]0.0638
Beta [%]0.4347
Sharp Ratio [%]1.3421
R-Square [%]0.6254
Expense Ratio [%]0.3900
AVG Ratio [%]0.0107
Other Ratios
Jenson Ratio [%]0.0221
Treynor Ratio [%]0.0505
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0220
SORTINO Ratio [%]-0.0045

Return Calculator

MARKET STATS As on 28/09/2021 As on 28/09/2021

17748.60 (-0.60) 59667.60 (-0.68)

TOP GAINERS

Company Price Change Gain (%)
Future Consumer8.000.9012.68
Confidence Petroleum85.609.0511.82

TOP LOSERS

Company Price Change Loss (%)
EIH127.70-13.25-9.40
JIK Industries0.55-0.05-8.33

Portfolio Comparison

MUTUAL FUND ACTIVITY