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Compare Union Medium Duration Fund vs Axis Strategic Bond Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.87 | 1.06 |
NAV | ₹12.31 | ₹26.67 |
Fund Started | 24 Aug 2020 | 09 Mar 2012 |
Fund Size | ₹81.50 Cr | ₹1938.12 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months. |
Risk
Moderate
NA
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
0.87
1.06
NAV
₹12.31
₹26.67
Fund Started
24 Aug 2020
09 Mar 2012
Fund Size
₹81.50 Cr
₹1938.12 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Returns
1 Year | 8.13% | 9.11% |
3 Year | 5.07% | 6.49% |
5 Year | - | 7.20% |
1 Year
8.13%
9.11%
3 Year
5.07%
6.49%
5 Year
-
7.20%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 17.08% | 0.24% |
Equity
0.00%
0.00%
Cash
17.08%
0.24%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Anindya Sarkar | Akhil Bipin Thakker |
Start Date | 24 Aug 2020 | 01 Feb 2023 |
Name
Anindya Sarkar
Akhil Bipin Thakker
Start Date
24 Aug 2020
01 Feb 2023
About Fund
Description | The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. | 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 | 24 Aug 2020 | 09 Mar 2012 |
Description
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
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
24 Aug 2020
09 Mar 2012
