HSBC Short Duration Fund vs Axis Short Term Fund compare
Axis Short Duration Fund - Regular Plan - Growth Option
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹12201 Cr | ₹4455 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jan 2010 | 27 Dec 2011 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 54% |
| Expense Ratio | 0.89 | 0.75 |
| Manager | Devang Shah | Jalpan Shah |
| ISIN Code | INF846K01644 | INF917K01CL8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.65% | 0.6% |
| 6 Month | 3.39% | 3.24% |
| 1 Year | 8.58% | 8.14% |
| 3 Year | 7.77% | 7.44% |
| 5 Year | 6.04% | 5.57% |
SIP Return Analysis
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.87% | 0.82% |
| 1 Year | 6.5% | 6.27% |
| 3 Year | 7.6% | 7.32% |
| 5 Year | 6.85% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.04% | 7.83% |
| 3 Year | 7.97% | 7.33% |
| 5 Year | 7.96% | 7.55% |
Risk Management
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.96% | 0.99% |
| Sharp | 1.03% | 0.69% |
| Beta | 1.35% | 1.38% |
| Alpha | -0.41% | -0.74% |
Fund Managers
| Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Devang Shah | Jalpan Shah |
| Total AUM | ₹60014 Cr | ₹16521 Cr |
| Funds Managed | 15 | 6 |
| Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Axis Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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