HSBC Medium Duration Fund vs Axis Strategic Bond Fund compare
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) | ₹1981 Cr | ₹744 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 | 0.63% | 0.59% |
6 Month | 5.04% | 5.12% |
1 Year | 9.67% | 9.41% |
3 Year | 8.25% | 7.97% |
5 Year | 7.25% | 7.12% |
SIP Return Analysis
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.79% | 2.77% |
1 Year | 10.13% | 10.01% |
3 Year | 8.77% | 8.54% |
5 Year | 7.59% | 7.18% |
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 | 1.313% | 1.516% |
Sharp | 0.198% | -0.245% |
Beta | 1.108% | 1.306% |
Alpha | 0.308% | -0.255% |
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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 | 99.59 | 100 |
Financial Services | 0.41 | - |
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