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) | ₹12129 Cr | ₹4527 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 | 0.34% | 0.28% |
6 Month | 4.77% | 4.55% |
1 Year | 8.52% | 8.05% |
3 Year | 7.49% | 7.17% |
5 Year | 6.13% | 5.65% |
SIP Return Analysis
Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.45% | 1.33% |
1 Year | 8.15% | 7.73% |
3 Year | 8.04% | 7.69% |
5 Year | 7.01% | 6.58% |
Rolling Lumpsum Returns
Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 8.02% | 7.8% |
3 Year | 8.01% | 7.33% |
5 Year | 7.97% | 7.57% |
Risk Management
Scheme Name | Axis Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.02% | 1.07% |
Sharp | 0.67% | 0.32% |
Beta | 1.21% | 1.25% |
Alpha | -0.21% | -0.57% |
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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