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
Overview
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) | ₹2049 Cr | ₹1981 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 | 1.56 | 1.16 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01603 | INF846K01BP2 |
Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 | Axis Strategic Bond 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 | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.14% | 1.26% |
6 Month | 7.53% | 4% |
1 Year | 13.03% | 8.72% |
3 Year | 13.68% | 7.03% |
5 Year | 12.06% | 6.95% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.63% | 2.66% |
1 Year | 15.12% | 9.03% |
3 Year | 11.53% | 8.23% |
5 Year | 12.58% | 7.22% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.22% | 7.47% |
3 Year | 9.95% | 7.81% |
5 Year | 8.72% | 7.98% |
Risk Management
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.216% | 1.313% |
Sharp | 0.725% | 0.198% |
Beta | 3.163% | 1.108% |
Alpha | 6.914% | 0.308% |
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Fund Managers
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 |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 95.74 | 99.59 |
Real Estate | 1.13 | - |
Financial Services | 1 | 0.41 |
Industrials | 1.52 | - |
Utilities | 0.6 | - |
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