Axis Strategic Bond Fund - Direct Plan - Half Yearly IDCW
Axis Mutual Fund Debt Medium Duration Fund
Expense Ratio
0.72%
AUM
₹57.17 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.60%
Below Average
6 Months
-1.30%
Poor
1 Year
+1.37%
Poor
3 Years
+1.09%
Poor
5 Years
+0.45%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹57.17 Lakh
Recent Trend
Growing
Stability Score
11.0
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+21.66%
3Y
3Y CAGR
+555.62%
5Y
5Y CAGR
+382.04%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.70%
Annualized standard deviation
Sharpe Ratio
-1.076
Very Poor - Risk-adjusted return
Max Drawdown
-6.00%
Low - Worst decline
Consistency
71.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.30%
Average daily price movement
Annualized Volatility
4.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance