NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.16
-1.58%
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
medium duration
debt
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
medium duration
debt
8.58%p.a.
Last 1Y
6.48%p.a.
Last 3Y
6.87%p.a.
Last 5Y
6.73%p.a.
Since Inception
About Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl scheme from Axis Asset Management Company Limited. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Mar 2012, Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl is Medium Duration fund of its category with 1,979.18 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl delivered 8.6% annual returns during the last year. It has delivered 6.7% average annual returns since the fund was launched.
- Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.
Top 10 Holdings
7.18% Govt Stock 2033
15.38%
7.1% Govt Stock 2034
11.41%
6.79% Govt Stock 2034
5.19%
Nirma Limited
3.06%
Aadhar Housing Finance Ltd. 8.65%
2.80%
DLF Cyber City Developers Ltd. 8.4%
2.79%
Mahanagar Telephone Nigam Limited
2.47%
7.32% Govt Stock 2030
2.34%
Tata Projects Limited
2.34%
Century Textiles And Industried Limited
2.27%
Fund Managers
- Devang Shah (Nov 2012 - Present)
- Sachin Jain (Feb 2023 - Present)
- Akhil Thakker (Feb 2023 - Present)
Key Information
View Scheme Document
Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis Strategic Bond Fund Quarterly Reinvst of Inc Dis cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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