- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Strategic Bond Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹1908 Cr | ₹42 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 A-III |
| Turn Over | 20% | 78% |
| Expense Ratio | 1.16 | 2.19 |
| Manager | Devang Shah | Dwijendra Srivastava |
| ISIN Code | INF846K01BP2 | INF903J01FQ2 |
| Exits Load | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Medium Duration 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 | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.89% | 0.57% |
| 6 Month | 3.61% | 1.99% |
| 1 Year | 8.75% | 6.2% |
| 3 Year | 8.26% | 6.12% |
| 5 Year | 6.82% | 3.97% |
SIP Return Analysis
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.68% | 0.88% |
| 1 Year | 8.43% | 5.55% |
| 3 Year | 8.49% | 6.07% |
| 5 Year | 7.59% | 5.12% |
Rolling Lumpsum Returns
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.6% | 6.58% |
| 3 Year | 7.82% | 6.38% |
| 5 Year | 7.78% | 6.57% |
Risk Management
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.18% | 1.44% |
| Sharp | 1.05% | -0.56% |
| Beta | 1.56% | 1.84% |
| Alpha | -0.26% | -2.54% |
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 99.36 | 100 |
| Real Estate | 0.64 | - |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns7%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.2%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.11%
Quant Infrastructure Fund - Growth Option
3Y Returns19.07%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.56%
Invesco India Money Market Fund - Growth
3Y Returns7.27%
HDFC Overnight Fund - Growth Option
3Y Returns6.31%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
