Axis Strategic Bond Fund vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹6552 Cr | ₹1981 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Nov 2003 | 28 Mar 2012 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
Turn Over | 252% | 20% |
Expense Ratio | 1.22 | 1.16 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01719 | INF846K01BP2 |
Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.35% | 0.63% |
6 Month | 4.59% | 5.04% |
1 Year | 9.06% | 9.67% |
3 Year | 7.98% | 8.25% |
5 Year | 6.7% | 7.25% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.43% | 2.79% |
1 Year | 9.21% | 10.13% |
3 Year | 8.26% | 8.77% |
5 Year | 7.11% | 7.59% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.83% | 7.52% |
3 Year | 8.3% | 7.78% |
5 Year | 7.87% | 7.93% |
Risk Management
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.341% | 1.313% |
Sharp | -0.046% | 0.198% |
Beta | 1.163% | 1.108% |
Alpha | 0.018% | 0.308% |
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Fund Managers
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Funds Managed | 43 | 15 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.59 |
Financial Services | - | 0.41 |
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