Axis Dynamic Bond Fund vs HSBC Dynamic Bond Fund compare
HSBC Dynamic Bond Fund - Regular Growth
Axis Dynamic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹171 Cr | ₹1197 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Sep 2010 | 27 Apr 2011 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY Composite Debt Index B-III |
| Turn Over | 54% | 78% |
| Expense Ratio | 0.77 | 0.64 |
| Manager | Jalpan Shah | R Sivakumar |
| ISIN Code | INF677K01916 | INF846K01917 |
| Exits Load | HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.3% | 0.39% |
| 6 Month | -0.05% | 1.18% |
| 1 Year | 5.44% | 6.82% |
| 3 Year | 6.95% | 7.39% |
| 5 Year | 4.95% | 5.64% |
SIP Return Analysis
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.67% | 1.24% |
| 1 Year | 3.78% | 5.83% |
| 3 Year | 6.73% | 7.46% |
| 5 Year | 6.23% | 6.81% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.14% | 8.02% |
| 3 Year | 7.2% | 7.93% |
| 5 Year | 6.48% | 7.95% |
Risk Management
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.42% | 2.19% |
| Sharp | 0.11% | 0.33% |
| Beta | 1.10% | 0.98% |
| Alpha | -0.79% | -0.22% |
Fund Managers
| Scheme Name | HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jalpan Shah | R Sivakumar |
| Total AUM | ₹16521 Cr | ₹9709 Cr |
| Funds Managed | 6 | 10 |
| HSBC Dynamic Bond Fund - Regular Growth | Axis Dynamic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Dynamic Bond Fund - Regular Growth |
Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
Sector Allocation
| Scheme Name |
HSBC Dynamic Bond Fund - Regular Growth |
Axis Dynamic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
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