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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1941 Cr ₹788 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 0.28% 0.21%
6 Month 3.1% 2.6%
1 Year 8.39% 7.96%
3 Year 8.06% 7.66%
5 Year 6.65% 6.04%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month 1.49% 1.23%
1 Year 7.01% 6.16%
3 Year 8.11% 7.63%
5 Year 7.47% 6.95%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 7.67% 7.36%
3 Year 7.87% 6.38%
5 Year 7.72% 6.42%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.34% 1.27%
Sharp 0.32% 0.77%
Beta 0.69% 1.06%
Alpha 0.47% -0.23%

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 99.39 100
Real Estate 0.61 -

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