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) | ₹1888 Cr | ₹770 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 | 0.5% | 0.41% |
6 Month | 4.73% | 4.49% |
1 Year | 8.48% | 8.11% |
3 Year | 7.9% | 7.69% |
5 Year | 6.91% | 6.57% |
SIP Return Analysis
Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.4% | 1.24% |
1 Year | 8.09% | 7.75% |
3 Year | 8.33% | 8.01% |
5 Year | 7.43% | 6.98% |
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 | 1.26% | 1.35% |
Sharp | 0.77% | 0.55% |
Beta | 1.45% | 1.52% |
Alpha | -0.11% | -0.38% |
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 | 98.93 | 100 |
Real Estate | 1.07 | - |
Financial Services | 0 | - |
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