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) | ₹1938 Cr | ₹741 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 | 0.22% | 0.19% |
6 Month | 4.81% | 4.74% |
1 Year | 8.88% | 8.62% |
3 Year | 7.9% | 7.69% |
5 Year | 6.91% | 6.63% |
SIP Return Analysis
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.72% | 1.61% |
1 Year | 8.56% | 8.35% |
3 Year | 8.46% | 8.19% |
5 Year | 7.49% | 7.07% |
Rolling Lumpsum Returns
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.57% | 7.23% |
3 Year | 7.82% | 6.24% |
5 Year | 7.84% | 6.42% |
Risk Management
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.21% | 1.25% |
Sharp | 1.02% | 0.83% |
Beta | 1.43% | 1.44% |
Alpha | -0.06% | -0.27% |
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 | 99.77 | 100 |
Financial Services | 0.23 | - |
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