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Axis Strategic Bond Fund vs UTI Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹39 Cr | ₹1981 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 31 Mar 2015 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 24% | 20% |
| Expense Ratio | 1.49 | 1.16 |
| Manager | Ritesh Nambiar | Devang Shah |
| ISIN Code | INF789FB1JU4 | INF846K01BP2 |
| Exits Load | UTI Medium Duration Fund - Growth charges 1.0% of sell value; 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 | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.5% | 0.53% |
| 6 Month | 3.21% | 3.63% |
| 1 Year | 7.22% | 8.07% |
| 3 Year | 5.88% | 6.88% |
| 5 Year | 5.55% | 6.98% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 1.69% |
| 1 Year | 7.12% | 7.83% |
| 3 Year | 6.93% | 7.78% |
| 5 Year | 6.16% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.19% | 7.47% |
| 3 Year | 4.88% | 7.81% |
| 5 Year | 4.43% | 7.98% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.436% | 1.313% |
| Sharp | -0.542% | 0.198% |
| Beta | 1.21% | 1.108% |
| Alpha | -0.63% | 0.308% |
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Fund Managers
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritesh Nambiar | Devang Shah |
| Total AUM | ₹2329 Cr | ₹60014 Cr |
| Funds Managed | 3 | 15 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.59 |
| Financial Services | - | 0.41 |
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