- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹3885 Cr | ₹1941 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 | 0.02% | 0.16% |
| 6 Month | 2.54% | 2.83% |
| 1 Year | 7.45% | 8.16% |
| 3 Year | 7.35% | 7.97% |
| 5 Year | 6.01% | 6.62% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.19% | 1.32% |
| 1 Year | 6.16% | 6.82% |
| 3 Year | 7.43% | 8.05% |
| 5 Year | 6.83% | 7.43% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.59% | 7.67% |
| 3 Year | 7.7% | 7.87% |
| 5 Year | 8.11% | 7.72% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.26% | 1.34% |
| Sharp | 0.63% | 0.32% |
| Beta | 1.08% | 0.69% |
| Alpha | -0.44% | 0.47% |
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 | 97.86 | 99.39 |
| Real Estate | 0.88 | 0.61 |
| Financial Services | 0.76 | - |
| Industrials | 0.5 | - |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns25.81%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns24.34%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.62%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns21.23%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.13%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.83%
