Axis Strategic Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹1968 Cr | ₹1926 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 | 1.06 |
| Manager | Dhaval Joshi | Devang Shah |
| ISIN Code | INF209K01603 | INF846K01BP2 |
| Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 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 | 0.64% | 0.54% |
| 6 Month | 5.79% | 4.04% |
| 1 Year | 10.55% | 8.61% |
| 3 Year | 13.89% | 6.61% |
| 5 Year | 11.34% | 7.03% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.76% | 7.97% |
| 3 Year | 10.56% | 7.56% |
| 5 Year | 11.7% | 6.89% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.16% | 7.42% |
| 3 Year | 9.83% | 7.87% |
| 5 Year | 8.69% | 8.03% |
| 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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| 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 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.21 | 100.02 |
| Mid Cap | 0.6 | - |
| Small Cap | 4.23 | - |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.21 | 100.02 |
| Realty | 1.92 | - |
| Construction | 1.11 | - |
| Transport Infrastructure | 1.8 | - |
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