Axis Strategic Bond Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1945 Cr ₹44 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 28 Mar 2012 18 Dec 1997
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 20% 78%
Expense Ratio 1.09 2.16
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01BP2 INF903J01FQ2
Exits Load Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365 Exit load of 1%/365

Trailing Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.74% 0.57%
6 Month 4.28% 2.93%
1 Year 7.52% 5.27%
3 Year 6.1% 3.48%
5 Year 7.08% 3.99%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 3.66% 2.61%
3 Year 10.25% 6.63%
5 Year 17.5% 9.86%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 6.19% 3.45%
3 Year 14.27% 7.79%
5 Year 18.05% 10.22%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.34% 1.84%
Sharp 0.32% -1.17%
Beta 0.69% 0.94%
Alpha 0.47% -2.11%

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Fund Managers

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Fund Manage 15 14
Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 99.99 99.99

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Sovereign 30.51 79
Consumer Staples 5.44 2.28
Construction 10.72 -
Financial 25.35 -
Communication 4.72 2.28
Others 11.84 16.43
Services 2.13 -
Automobile 2.07 -
Capital Goods 3.23 -
Energy 2.23 -
Materials 1.75 -

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