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Compare Aditya Birla Sun Life Medium Term Fund vs Axis Strategic Bond Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.56 | 1.15 |
NAV | ₹37.27 | ₹26.77 |
Fund Started | 23 Mar 2009 | 09 Mar 2012 |
Fund Size | ₹2004.00 Cr | ₹1986.47 Cr |
Exit Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years. | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months. |
Risk
NA
NA
Rating
5.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.56
1.15
NAV
₹37.27
₹26.77
Fund Started
23 Mar 2009
09 Mar 2012
Fund Size
₹2004.00 Cr
₹1986.47 Cr
Exit Load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Returns
1 Year | 10.58% | 8.63% |
3 Year | 13.89% | 6.62% |
5 Year | 11.28% | 7.04% |
1 Year
10.58%
8.63%
3 Year
13.89%
6.62%
5 Year
11.28%
7.04%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 10.80% | 1.93% |
Equity
0.00%
0.00%
Cash
10.80%
1.93%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dhaval Joshi | Akhil Bipin Thakker |
Start Date | 21 Nov 2022 | 01 Feb 2023 |
Name
Dhaval Joshi
Akhil Bipin Thakker
Start Date
21 Nov 2022
01 Feb 2023
About Fund
Description | The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. | The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. |
Launch Date | 23 Mar 2009 | 09 Mar 2012 |
Description
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Launch Date
23 Mar 2009
09 Mar 2012
