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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
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) | ₹2049 Cr | ₹1981 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 |
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 | 1.15% | 1% |
| 6 Month | 8.05% | 5.82% |
| 1 Year | 14.83% | 10.19% |
| 3 Year | 14.85% | 8.22% |
| 5 Year | 13.51% | 7.31% |
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 | 4.12% | 3.34% |
| 1 Year | 15.65% | 11.17% |
| 3 Year | 11.56% | 9.03% |
| 5 Year | 12.68% | 7.71% |
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 | 9.22% | 7.47% |
| 3 Year | 9.95% | 7.81% |
| 5 Year | 8.72% | 7.98% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.216% | 1.313% |
| Sharp | 0.725% | 0.198% |
| Beta | 3.163% | 1.108% |
| Alpha | 6.914% | 0.308% |
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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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.74 | 99.59 |
| Real Estate | 1.13 | - |
| Financial Services | 1 | 0.41 |
| Industrials | 1.52 | - |
| Utilities | 0.6 | - |
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