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 | 1.09% | 1.11% |
6 Month | 5.28% | 5.63% |
1 Year | 9.68% | 10.1% |
3 Year | 7.71% | 8.13% |
5 Year | 7.07% | 7.38% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.24% | 3.34% |
1 Year | 10.6% | 11.17% |
3 Year | 8.53% | 9.03% |
5 Year | 7.19% | 7.71% |
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% |
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 | 98.69 | 99.59 |
Financial Services | 1.31 | 0.41 |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns11.63%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns11.36%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns28.66%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns17.08%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.24%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.18%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns22.97%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns23.56%