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HDFC Medium Term Debt Fund vs Axis Strategic Bond Fund compare
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) | ₹4016 Cr | ₹1981 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 | 1.56% | 1.54% |
| 6 Month | 4.78% | 5.17% |
| 1 Year | 9.68% | 10.13% |
| 3 Year | 7.11% | 7.67% |
| 5 Year | 7.07% | 7.43% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.16% | 3.2% |
| 1 Year | 10.27% | 10.69% |
| 3 Year | 8.36% | 8.83% |
| 5 Year | 7.08% | 7.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.43% | 7.47% |
| 3 Year | 7.72% | 7.81% |
| 5 Year | 8.15% | 7.98% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.474% | 1.313% |
| Sharp | -0.303% | 0.198% |
| Beta | 1.292% | 1.108% |
| Alpha | -0.326% | 0.308% |
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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 | 98.69 | 99.59 |
| Financial Services | 1.31 | 0.41 |
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