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) | ₹2059 Cr | ₹778 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 | 0.02% | -0.06% |
| 6 Month | 2.41% | 1.87% |
| 1 Year | 7.5% | 6.92% |
| 3 Year | 7.88% | 7.48% |
| 5 Year | 6.59% | 5.96% |
SIP Return Analysis
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.12% | 0.84% |
| 1 Year | 5.75% | 4.81% |
| 3 Year | 7.71% | 7.18% |
| 5 Year | 7.28% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.69% | 7.38% |
| 3 Year | 7.89% | 6.4% |
| 5 Year | 7.71% | 6.41% |
Risk Management
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.34% | 1.55% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 98.58 | 100 |
| Real Estate | 0.37 | - |
| Financial Services | 0.09 | - |
| Industrials | 0.95 | - |
Top Comparisons
HSBC Liquid Fund - Regular Growth
3Y Returns6.92%
Quant Liquid Fund-Growth
3Y Returns6.63%
HDFC Money Market Fund - Growth Option
3Y Returns7.35%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.4%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.44%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.5%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%