Axis Strategic Bond Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5734 Cr | ₹1908 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 15 Sep 2004 | 28 Mar 2012 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
Turn Over | 78% | 20% |
Expense Ratio | 1.35 | 1.16 |
Manager | Manish Banthia | Devang Shah |
ISIN Code | INF109K01AH4 | INF846K01BP2 |
Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; 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 | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.16% | 0.89% |
6 Month | 4.23% | 3.61% |
1 Year | 9.25% | 8.75% |
3 Year | 8.16% | 8.26% |
5 Year | 6.83% | 6.82% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.01% | 1.68% |
1 Year | 9.13% | 8.43% |
3 Year | 8.51% | 8.49% |
5 Year | 7.58% | 7.59% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.54% | 7.6% |
3 Year | 7.38% | 7.82% |
5 Year | 7.49% | 7.78% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.04% | 1.18% |
Sharp | 1.07% | 1.05% |
Beta | 1.35% | 1.56% |
Alpha | -0.17% | -0.26% |
Fund Managers
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Banthia | Devang Shah |
Total AUM | ₹239319 Cr | ₹60014 Cr |
Funds Managed | 19 | 15 |
ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 93.39 | 99.36 |
Real Estate | 5.49 | 0.64 |
Industrials | 0.99 | - |
Financial Services | 0.13 | - |
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