UTI Medium Duration Fund vs Axis Strategic Bond Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
| 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 |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.79% | 0.83% |
| 6 Month | 3.65% | 4.28% |
| 1 Year | 7.06% | 8.21% |
| 3 Year | 6.03% | 6.18% |
| 5 Year | 4.33% | 7.06% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.1% | 3.66% |
| 3 Year | 8.89% | 10.25% |
| 5 Year | 13.64% | 17.5% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.99% | 6.19% |
| 3 Year | 10.97% | 14.27% |
| 5 Year | 13.98% | 18.05% |
| 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% |
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| 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 |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 99.97 | 99.99 |
| 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 |
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