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

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Axis Strategic Bond Fund - Regular Plan - Growth Option

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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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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

Scheme Name	Axis Strategic Bond Fund - Regular Plan - Growth Option	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month	0.63%	0.33%
6 Month	5.04%	4.1%
1 Year	9.67%	7.58%
3 Year	8.25%	6.21%
5 Year	7.25%	4.34%

Scheme Name	Axis Strategic Bond Fund - Regular Plan - Growth Option	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month	2.79%	2.26%
1 Year	10.13%	8%
3 Year	8.77%	6.65%
5 Year	7.59%	5.2%

Scheme Name	Axis Strategic Bond Fund - Regular Plan - Growth Option	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year	7.52%	6.57%
3 Year	7.78%	6.43%
5 Year	7.93%	6.61%

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%

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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