Axis Strategic Bond Fund vs UTI Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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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