Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare

Link copied to clipboard!

tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1981 Cr ₹44 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 28 Mar 2012 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 20% 78%
Expense Ratio 1.16 2.19
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01BP2 INF903J01FQ2
Exits Load Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Medium Duration 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 Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.95% 0.88%
6 Month 5.19% 4.42%
1 Year 9.92% 7.98%
3 Year 8.02% 5.99%
5 Year 7.33% 4.55%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.78% 2.49%
1 Year 10.07% 8.36%
3 Year 8.68% 6.7%
5 Year 7.49% 5.15%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.47% 6.57%
3 Year 7.81% 6.49%
5 Year 7.98% 6.63%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.313% 1.81%
Sharp 0.198% -1.215%
Beta 1.108% 1.575%
Alpha 0.308% -1.945%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Funds Managed 15 14
Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 99.59 100
Financial Services 0.41 -

Top Comparisons

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns16%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns19.37%

Compare Now

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns16.82%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns19.62%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns21.24%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns19.53%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns15.44%

VS

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns20.71%

Compare Now
Add to Cart Successfully