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

Link copied to clipboard!

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

Invest Now

Axis Strategic Bond Fund - Regular Plan - Growth Option

Invest Now

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)	₹2734 Cr	₹1908 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	1.56	1.16
Manager	Dhaval Joshi	Devang Shah
ISIN Code	INF209K01603	INF846K01BP2
Exits Load	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365	Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month	0.53%	0.52%
6 Month	3.84%	3.32%
1 Year	11.25%	8.69%
3 Year	9.62%	8.21%
5 Year	12.5%	6.73%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month	1.7%	1.56%
1 Year	9.86%	7.97%
3 Year	10.55%	8.4%
5 Year	11.8%	7.56%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year	9.4%	7.6%
3 Year	10.06%	7.82%
5 Year	8.84%	7.78%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation	1.71%	1.17%
Sharp	1.57%	1.19%
Beta	0.86%	0.96%
Alpha	1.67%	0.22%

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
Funds Managed	55	15
	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	Axis Strategic Bond Fund - Regular Plan - Growth Option