Axis Strategic Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1861 Cr | ₹1938 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 25 Mar 2009 | 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 | 78% | 20% |
| Expense Ratio | 1.58 | 1.03 |
| Manager | Dhaval Joshi | Devang Shah |
| ISIN Code | INF209K01603 | INF846K01BP2 |
| Exits Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.8% | 0.83% |
| 6 Month | 4.46% | 4.28% |
| 1 Year | 8.01% | 8.21% |
| 3 Year | 12.77% | 6.18% |
| 5 Year | 8.81% | 7.06% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 3.66% |
| 3 Year | 17.2% | 10.25% |
| 5 Year | 31.16% | 17.5% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.78% | 6.19% |
| 3 Year | 27.67% | 14.27% |
| 5 Year | 32.18% | 18.05% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.4% | 1.34% |
| Sharp | 0.71% | 0.32% |
| Beta | 1.35% | 0.69% |
| Alpha | 6.74% | 0.47% |
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| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Devang Shah |
| Total AUM | ₹361932 Cr | ₹60014 Cr |
| Fund Manage | 55 | 15 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100.01 | 99.99 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.36 | 11.84 |
| Sovereign | 47.56 | 30.51 |
| Metals & Mining | 2.69 | - |
| Financial | 29.59 | 25.35 |
| Construction | 10.11 | 10.72 |
| Consumer Staples | 0.54 | 5.44 |
| Services | 1.34 | 2.13 |
| Communication | 2.38 | 4.72 |
| Chemicals | 1.07 | - |
| Energy | 1.37 | 2.23 |
| Materials | - | 1.75 |
| Capital Goods | - | 3.23 |
| Automobile | - | 2.07 |
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