Bandhan Medium Duration Fund - Regular Plan - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1406 Cr | ₹1941 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Jul 2003 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index A-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 20% |
| Expense Ratio | 1.31 | 1.16 |
| Manager | Sreejith Balasubramanian | Devang Shah |
| ISIN Code | INF194K01JU0 | INF846K01BP2 |
| Exits Load | Data not available./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 | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.17% | 0.39% |
| 6 Month | 1.59% | 2.93% |
| 1 Year | 6.6% | 8.32% |
| 3 Year | 6.85% | 8.06% |
| 5 Year | 4.8% | 6.63% |
SIP Return Analysis
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.81% | 1.49% |
| 1 Year | 4.63% | 7.01% |
| 3 Year | 6.68% | 8.11% |
| 5 Year | 6.01% | 7.47% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 7.67% |
| 3 Year | 7.91% | 7.87% |
| 5 Year | 8.03% | 7.72% |
Risk Management
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.07% | 1.34% |
| Sharp | -0.58% | 0.32% |
| Beta | 0.99% | 0.69% |
| Alpha | -1.15% | 0.47% |
Fund Managers
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sreejith Balasubramanian | Devang Shah |
| Total AUM | ₹66149 Cr | ₹60014 Cr |
| Funds Managed | 14 | 15 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.39 |
| Real Estate | - | 0.61 |
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