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Compare Axis Strategic Bond Fund vs Aditya Birla Sun Life Medium Term Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.15 | 1.56 |
NAV | ₹26.77 | ₹37.27 |
Fund Started | 09 Mar 2012 | 23 Mar 2009 |
Fund Size | ₹1986.47 Cr | ₹2004.00 Cr |
Exit Load | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months. | 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. |
Risk
NA
NA
Rating
4.0
5.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.15
1.56
NAV
₹26.77
₹37.27
Fund Started
09 Mar 2012
23 Mar 2009
Fund Size
₹1986.47 Cr
₹2004.00 Cr
Exit Load
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
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.
Returns
1 Year | 8.68% | 10.62% |
3 Year | 6.59% | 13.85% |
5 Year | 7.02% | 11.26% |
1 Year
8.68%
10.62%
3 Year
6.59%
13.85%
5 Year
7.02%
11.26%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 0.24% | 12.50% |
Equity
0.00%
0.00%
Cash
0.24%
12.50%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Akhil Bipin Thakker | Dhaval Joshi |
Start Date | 01 Feb 2023 | 21 Nov 2022 |
Name
Akhil Bipin Thakker
Dhaval Joshi
Start Date
01 Feb 2023
21 Nov 2022
About Fund
Description | The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. | The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. |
Launch Date | 09 Mar 2012 | 23 Mar 2009 |
Description
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Launch Date
09 Mar 2012
23 Mar 2009
