All comparisons
Head-to-head
SBI MEDIUM TERM FUND - Direct Plan - GrowthvsAxis Medium Term Fund - Direct Plan - Growth Option
Side-by-side comparison of SBI MEDIUM TERM FUND - Direct Plan - Growth and Axis Medium Term Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
SBI MEDIUM TERM FUND - Direct Plan - Growth
3Y ago₹1.25 L
5Y ago₹1.39 L
debt
Axis Medium Term Fund - Direct Plan - Growth Option
3Y ago₹1.27 L
5Y ago₹1.43 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | SBI MEDIUM TERM FUND - Direct P… | Axis Medium Term Fund - Direct … |
|---|---|---|
| Fund house | SBI Mutual Fund | Axis Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund |
| Latest NAV | ₹59.6863 | ₹33.3149 |
| Assets managed (AUM) | — | — |
| 1Y return | 7.38% | 7.24% |
| 3Y CAGR | 7.86% | 8.40% |
| 5Y CAGR | 6.86% | 7.37% |
| Since inception CAGR | 8.81% | 8.56% |
| Bumpiness · 3Y (annualised σ) | 1.21 | 1.20 |
| Worst drop ever | -7.45% | -7.33% |
| Sharpe · 3Y (rf=6%) | 1.50 | 1.96 |
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