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SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare
Axis Strategic Bond Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹1949 Cr | ₹43 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 | 0.46% | 0.2% |
| 6 Month | 5.01% | 3.81% |
| 1 Year | 9.3% | 7.02% |
| 3 Year | 8.01% | 5.84% |
| 5 Year | 6.9% | 3.97% |
SIP Return Analysis
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.2% | 1.59% |
| 1 Year | 9.43% | 7.13% |
| 3 Year | 8.71% | 6.52% |
| 5 Year | 7.6% | 5.21% |
Rolling Lumpsum Returns
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.57% | 6.61% |
| 3 Year | 7.82% | 6.41% |
| 5 Year | 7.84% | 6.59% |
Risk Management
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.23% | 1.48% |
| Sharp | 1.12% | -0.39% |
| Beta | 1.42% | 1.67% |
| Alpha | -0.07% | -2.26% |
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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 | 99.71 | 100 |
| Financial Services | 0.29 | - |
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