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HSBC Medium Duration Fund vs Axis Strategic Bond Fund compare

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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) ₹1942 Cr ₹655 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 0.65% 0.61%
6 Month 5.5% 5.54%
1 Year 9.68% 9.39%
3 Year 8.09% 7.85%
5 Year 6.94% 6.61%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month 2.49% 2.44%
1 Year 9.92% 9.79%
3 Year 8.81% 8.56%
5 Year 7.64% 7.23%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 7.52% 7.18%
3 Year 7.78% 6.19%
5 Year 7.93% 6.4%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.23% 1.25%
Sharp 1.12% 0.90%
Beta 1.42% 1.41%
Alpha -0.07% -0.30%

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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 99.69 100
Financial Services 0.31 -

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