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Axis Strategic Bond Fund vs UTI Medium Duration Fund compare

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹41 Cr ₹1942 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 31 Mar 2015 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Term Debt TRI NIFTY Medium Duration Debt Index C-III
Turn Over 24% 20%
Expense Ratio 1.49 1.16
Manager Ritesh Nambiar Devang Shah
ISIN Code INF789FB1JU4 INF846K01BP2
Exits Load UTI Medium Duration 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 UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.03% 0.32%
6 Month 4.63% 5.32%
1 Year 8.75% 9.72%
3 Year 7.21% 8.16%
5 Year 5.42% 7.08%

SIP Return Analysis

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 2.02% 2.5%
1 Year 8.48% 9.93%
3 Year 7.75% 8.82%
5 Year 6.8% 7.64%

Rolling Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 6.25% 7.52%
3 Year 5.03% 7.78%
5 Year 4.47% 7.93%

Risk Management

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.27% 1.23%
Sharp 0.38% 1.12%
Beta 1.43% 1.42%
Alpha -0.96% -0.07%

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Fund Managers

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Ritesh Nambiar Devang Shah
Total AUM ₹2329 Cr ₹60014 Cr
Funds Managed 3 15
UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 99.69
Financial Services - 0.31

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