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) | ₹5757 Cr | ₹1928 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 | 0.72% | 0.64% |
| 6 Month | 3.57% | 2.82% |
| 1 Year | 9.2% | 8.75% |
| 3 Year | 7.99% | 8.1% |
| 5 Year | 6.69% | 6.68% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.04% | 1.64% |
| 1 Year | 8.74% | 7.7% |
| 3 Year | 8.48% | 8.32% |
| 5 Year | 7.61% | 7.54% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.56% | 7.66% |
| 3 Year | 7.41% | 7.86% |
| 5 Year | 7.47% | 7.74% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.21% | 1.34% |
| Sharp | 0.25% | 0.32% |
| Beta | 0.64% | 0.69% |
| Alpha | 0.33% | 0.47% |
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 | 93.34 | 99.4 |
| Real Estate | 5.53 | 0.6 |
| Industrials | 0.99 | - |
| Financial Services | 0.13 | - |
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