Axis Strategic Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1897 Cr ₹1945 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Mar 2009 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index NIFTY Medium Duration Debt Index C-III
Turn Over 78% 20%
Expense Ratio 1.58 1.09
Manager Dhaval Joshi Devang Shah
ISIN Code INF209K01603 INF846K01BP2
Exits Load For units in excess of 15% of the investment/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 1.25% 0.72%
6 Month 4.39% 4.29%
1 Year 7.46% 7.58%
3 Year 12.7% 6.13%
5 Year 8.69% 7.07%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.21% 3.66%
3 Year 17.2% 10.25%
5 Year 31.16% 17.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 9.78% 6.19%
3 Year 27.67% 14.27%
5 Year 32.18% 18.05%

Risk Management

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 9.4% 1.34%
Sharp 0.71% 0.32%
Beta 1.35% 0.69%
Alpha 6.74% 0.47%

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Fund Managers

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Dhaval Joshi Devang Shah
Total AUM ₹361932 Cr ₹60014 Cr
Fund Manage 55 15
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100.01 99.99

Sector Allocation

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Axis Strategic Bond Fund - Regular Plan - Growth Option

Sovereign 47.56 30.51
Metals & Mining 2.69 -
Financial 29.59 25.35
Construction 10.11 10.72
Others 3.36 11.84
Energy 1.37 2.23
Services 1.34 2.13
Communication 2.38 4.72
Chemicals 1.07 -
Consumer Staples 0.54 5.44
Automobile - 2.07
Capital Goods - 3.23
Materials - 1.75

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