Axis Strategic Bond Fund vs Nippon India Strategic Debt Fund compare
Nippon India Medium Duration Fund - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹113 Cr | ₹1908 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Jun 2014 | 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 | 0.0% | 20% |
| Expense Ratio | 1.1 | 1.16 |
| Manager | Sushil Budhia | Devang Shah |
| ISIN Code | INF204KA1PZ1 | INF846K01BP2 |
| Exits Load | Nippon India Strategic Debt 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 | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.56% | 0.64% |
| 6 Month | 4.73% | 3.29% |
| 1 Year | 10.07% | 8.65% |
| 3 Year | 8.46% | 8.19% |
| 5 Year | 8.93% | 6.73% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.65% | 0.97% |
| 1 Year | 9.01% | 6.68% |
| 3 Year | 8.69% | 7.96% |
| 5 Year | 8.17% | 7.29% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.9% | 7.6% |
| 3 Year | 5.55% | 7.82% |
| 5 Year | -0.94% | 7.78% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.90% | 1.17% |
| Sharp | 0.86% | 1.19% |
| Beta | 1.10% | 0.96% |
| Alpha | 0.32% | 0.22% |
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Devang Shah |
| Total AUM | ₹29447 Cr | ₹60014 Cr |
| Funds Managed | 11 | 15 |
| Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.36 |
| Real Estate | - | 0.64 |
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