Axis Strategic Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Invest NowAxis Strategic Bond Fund - Regular Plan - Growth Option
Invest NowChart 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 | 9.14% | 7.42% |
3 Year | 9.82% | 7.88% |
5 Year | 8.69% | 8.04% |
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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Get Free Experts GuidanceScheme 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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