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

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹1926 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 1.06 2.18
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 0.63% 0.58%
6 Month 4.13% 3.19%
1 Year 8.7% 6.35%
3 Year 6.64% 4.26%
5 Year 7.03% 4.04%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 7.97% 5.87%
3 Year 7.56% 5.4%
5 Year 6.89% 4.37%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.42% 6.59%
3 Year 7.87% 6.53%
5 Year 8.03% 6.66%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.34% 1.84%
Sharp 0.32% -1.17%
Beta 0.69% 0.94%
Alpha 0.47% -2.11%

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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
Fund Manage 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 100.02 100.01

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100.02 100.01

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