UTI Medium Duration Fund vs Axis Strategic Bond Fund compare

Link copied to clipboard!

tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High Moderately High
Asset Size (Cr) ₹40 Cr ₹1938 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 30 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 1.59 1.03
Manager Ritesh Nambiar Devang Shah
ISIN Code INF789FB1JU4 INF846K01BP2
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.35% 0.53%
6 Month 3.99% 4.4%
1 Year 7.67% 8.75%
3 Year 5.22% 6.37%
5 Year 4.35% 7.02%

SIP Return Analysis

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.8% 8.71%
3 Year 6.58% 7.53%
5 Year 5.85% 6.91%

Rolling Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 6.11% 7.42%
3 Year 4.83% 7.87%
5 Year 4.41% 8.03%

Risk Management

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 2.25% 1.34%
Sharp 0.15% 0.32%
Beta 0.83% 0.69%
Alpha 0.39% 0.47%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 99.97 99.99

Sector Allocation

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 22.95 11.84
Sovereign 43.73 30.51
Consumer Staples 9.9 5.44
Financial 13.53 25.35
Automobile 4.89 2.07
Construction 4.97 10.72
Materials - 1.75
Communication - 4.72
Capital Goods - 3.23
Services - 2.13
Energy - 2.23

Top Comparisons

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns13.91%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns9.64%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns7.13%

Compare Now

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns6.29%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns8.26%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns5.08%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns9.69%

Compare Now
Request call back
Add to Cart Successfully