Axis Strategic Bond Fund - Regular Plan - Growth Option
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1908 Cr | ₹758 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 28 Mar 2012 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 20% | 54% |
| Expense Ratio | 1.16 | 1.1 |
| Manager | Devang Shah | Shriram Ramanathan |
| ISIN Code | INF846K01BP2 | INF917K01TH0 |
| Exits Load | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.64% | 0.58% |
| 6 Month | 3.29% | 2.89% |
| 1 Year | 8.65% | 8.3% |
| 3 Year | 8.19% | 7.91% |
| 5 Year | 6.73% | 6.31% |
SIP Return Analysis
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.95% | 0.79% |
| 1 Year | 6.58% | 6.14% |
| 3 Year | 7.92% | 7.56% |
| 5 Year | 7.27% | 6.81% |
Rolling Lumpsum Returns
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.6% | 7.27% |
| 3 Year | 7.82% | 6.29% |
| 5 Year | 7.78% | 6.43% |
Risk Management
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.18% | 1.30% |
| Sharp | 1.05% | 0.76% |
| Beta | 1.56% | 1.71% |
| Alpha | -0.26% | -0.66% |
Fund Managers
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Devang Shah | Shriram Ramanathan |
| Total AUM | ₹60014 Cr | ₹32638 Cr |
| Funds Managed | 15 | 11 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 99.36 | 100 |
| Real Estate | 0.64 | - |
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