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 Moderately High Moderately High
Asset Size (Cr) ₹43 Cr ₹1945 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 30 Mar 2015 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund BIII Index NIFTY Medium Duration Debt Index C-III
Turn Over 24% 20%
Expense Ratio 1.58 1.09
Manager Ritesh Nambiar Devang Shah
ISIN Code INF789FB1JU4 INF846K01BP2
Exits Load For units in excess of 10% of the investment/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.61% 0.72%
6 Month 3.55% 4.29%
1 Year 6.52% 7.58%
3 Year 5.98% 6.13%
5 Year 4.34% 7.07%

SIP Return Analysis

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.1% 3.66%
3 Year 8.89% 10.25%
5 Year 13.64% 17.5%

Rolling Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 3.99% 6.19%
3 Year 10.97% 14.27%
5 Year 13.98% 18.05%

Risk Management

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.25% 1.34%
Sharp 0.15% 0.32%
Beta 0.83% 0.69%
Alpha 0.39% 0.47%

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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
Fund Manage 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 99.97 99.99

Sector Allocation

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Sovereign 43.73 30.51
Others 22.95 11.84
Consumer Staples 9.9 5.44
Financial 13.53 25.35
Automobile 4.89 2.07
Construction 4.97 10.72
Communication - 4.72
Services - 2.13
Capital Goods - 3.23
Energy - 2.23
Materials - 1.75

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