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) | ₹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 | - |
Top Comparisons
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.85%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.31%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.77%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.23%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.12%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.15%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.42%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns13.31%