ICICI Prudential Medium Term Bond Fund vs Axis Strategic Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5734 Cr | ₹1908 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Sep 2004 | 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 | 78% | 20% |
| Expense Ratio | 1.35 | 1.16 |
| Manager | Manish Banthia | Devang Shah |
| ISIN Code | INF109K01AH4 | INF846K01BP2 |
| Exits Load | ICICI Prudential Medium Term Bond 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 | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.64% |
| 6 Month | 3.84% | 3.29% |
| 1 Year | 9.01% | 8.65% |
| 3 Year | 8.05% | 8.19% |
| 5 Year | 6.77% | 6.73% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2% | 1.55% |
| 1 Year | 9.06% | 8.06% |
| 3 Year | 8.49% | 8.38% |
| 5 Year | 7.57% | 7.52% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.54% | 7.6% |
| 3 Year | 7.38% | 7.82% |
| 5 Year | 7.49% | 7.78% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.04% | 1.18% |
| Sharp | 1.07% | 1.05% |
| Beta | 1.35% | 1.56% |
| Alpha | -0.17% | -0.26% |
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Banthia | Devang Shah |
| Total AUM | ₹239319 Cr | ₹60014 Cr |
| Funds Managed | 19 | 15 |
| ICICI Prudential Medium Term Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 93.39 | 99.36 |
| Real Estate | 5.49 | 0.64 |
| Industrials | 0.99 | - |
| Financial Services | 0.13 | - |
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