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Compare Aditya Birla Sun Life Medium Term Fund vs Axis Strategic Bond Fund

Risk

NA
NA

Rating

-
4.0

Min SIP Amount

₹1000
₹100

Expense Ratio

1.57
1.33

NAV

₹41.13
₹28.85

Fund Started

23 Mar 2009
09 Mar 2012

Fund Size

₹2863.79 Cr
₹1941.11 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%, if redeemed within 15 Days.

1 Year

10.78%
8.14%

3 Year

9.35%
7.99%

5 Year

11.85%
6.64%

Equity

0.00%
0.00%

Cash

8.90%
2.90%

Top 10 Holdings

-
-

Name

Dhaval Joshi
Akhil Bipin Thakker

Start Date

10 Jun 2024
01 Feb 2023

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

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Compare Aditya Birla Sun Life Medium Term Fund vs Axis Strategic Bond Fund