- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Medium Term Debt Fund - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3803 Cr | ₹1949 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Feb 2002 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 21.38% | 20% |
| Expense Ratio | 1.33 | 1.16 |
| Manager | Dhruv Muchhal | Devang Shah |
| ISIN Code | INF179K01913 | INF846K01BP2 |
| Exits Load | Data not available./365 | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.46% |
| 6 Month | 4.72% | 5.01% |
| 1 Year | 8.72% | 9.3% |
| 3 Year | 7.55% | 8.01% |
| 5 Year | 6.48% | 6.9% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 2.2% |
| 1 Year | 8.85% | 9.43% |
| 3 Year | 8.18% | 8.71% |
| 5 Year | 7.06% | 7.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.48% | 7.57% |
| 3 Year | 7.7% | 7.82% |
| 5 Year | 8.12% | 7.84% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.29% | 1.23% |
| Sharp | 0.72% | 1.12% |
| Beta | 1.49% | 1.42% |
| Alpha | -0.58% | -0.07% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Devang Shah |
| Total AUM | ₹520687 Cr | ₹60014 Cr |
| Funds Managed | 40 | 15 |
| HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 97.98 | 99.71 |
| Real Estate | 0.81 | - |
| Financial Services | 1.21 | 0.29 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns25.94%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns26.48%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns19.38%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Kotak Midcap Fund - Growth
3Y Returns23.06%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
