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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) ₹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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