Axis Strategic Bond Fund vs HDFC Medium Term Debt Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹4137 Cr ₹1938 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 06 Feb 2002 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 21.38% 20%
Expense Ratio 1.28 1.03
Manager Dhruv Muchhal Devang Shah
ISIN Code INF179K01913 INF846K01BP2
Exits Load Nil/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.84% 0.83%
6 Month 4.07% 4.28%
1 Year 7.66% 8.21%
3 Year 5.54% 6.18%
5 Year 6.54% 7.06%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.33% 3.66%
3 Year 9.32% 10.25%
5 Year 15.98% 17.5%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 5.72% 6.19%
3 Year 12.98% 14.27%
5 Year 16.41% 18.05%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.48% 1.34%
Sharp -0.11% 0.32%
Beta 0.76% 0.69%
Alpha -0.12% 0.47%

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Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Devang Shah
Total AUM ₹520687 Cr ₹60014 Cr
Fund Manage 40 15
HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 6.4 11.84
Sovereign 30.23 30.51
Financial 33.75 25.35
Construction 6.37 10.72
Materials 1.79 1.75
Metals & Mining 3.5 -
Energy 8.65 2.23
Automobile 0.24 2.07
Capital Goods 7.87 3.23
Consumer Staples 1.2 5.44
Communication - 4.72
Services - 2.13

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