Axis Strategic Bond Fund vs UTI Medium Duration Fund compare

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UTI Medium Duration Fund - Regular Plan - Growth Option

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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)	₹40 Cr	₹1908 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

Scheme Name	UTI Medium Duration Fund - Regular Plan - Growth Option	Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month	0.52%	0.64%
6 Month	2.45%	3.69%
1 Year	7.08%	8.74%
3 Year	6.99%	8.14%
5 Year	5.92%	6.76%

Scheme Name	UTI Medium Duration Fund - Regular Plan - Growth Option	Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month	1.13%	1.56%
1 Year	6.15%	7.97%
3 Year	7.09%	8.4%
5 Year	6.56%	7.56%

Scheme Name	UTI Medium Duration Fund - Regular Plan - Growth Option	Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year	6.38%	7.65%
3 Year	5.21%	7.85%
5 Year	4.61%	7.76%

Scheme Name	UTI Medium Duration Fund - Regular Plan - Growth Option	Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation	1.30%	1.17%
Sharp	0.27%	1.19%
Beta	1.06%	0.96%
Alpha	-0.94%	0.22%

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