Nippon India Strategic Debt Fund vs Axis Strategic Bond Fund compare
Nippon India Medium Duration Fund - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹110 Cr | ₹1888 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Jun 2014 | 28 Mar 2012 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index C-III |
Turn Over | 0.0% | 20% |
Expense Ratio | 1.1 | 1.16 |
Manager | Sushil Budhia | Devang Shah |
ISIN Code | INF204KA1PZ1 | INF846K01BP2 |
Exits Load | Nippon India Strategic Debt 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 | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.38% | 0.51% |
6 Month | 6.24% | 4.68% |
1 Year | 10.19% | 8.56% |
3 Year | 8.17% | 7.77% |
5 Year | 8.56% | 6.89% |
SIP Return Analysis
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.41% | 1.4% |
1 Year | 10.79% | 8.09% |
3 Year | 9.13% | 8.33% |
5 Year | 8.39% | 7.43% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.84% | 7.57% |
3 Year | 5.43% | 7.82% |
5 Year | -0.97% | 7.84% |
Risk Management
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.96% | 1.26% |
Sharp | 0.64% | 0.77% |
Beta | 1.59% | 1.45% |
Alpha | 0.11% | -0.11% |
Fund Managers
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sushil Budhia | Devang Shah |
Total AUM | ₹29447 Cr | ₹60014 Cr |
Funds Managed | 11 | 15 |
Nippon India Medium Duration Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 98.87 |
Real Estate | - | 0.92 |
Financial Services | - | 0.21 |
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