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 Moderately High Moderately High
Asset Size (Cr) ₹4016 Cr ₹1926 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 1.33 1.06
Manager Dhruv Muchhal Devang Shah
ISIN Code INF179K01913 INF846K01BP2
Exits Load Data not available./365 Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.6% 0.79%
6 Month 4.08% 4.35%
1 Year 8.12% 8.71%
3 Year 5.74% 6.46%
5 Year 6.6% 7.15%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.7% 8.34%
3 Year 7.03% 7.59%
5 Year 6.39% 6.92%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 7.4% 7.42%
3 Year 7.74% 7.87%
5 Year 8.16% 8.03%

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 98.35 100.02
Mid Cap 0.99 -
Small Cap 0.66 -

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 98.35 100.02
Realty 0.99 -
Construction 0.66 -

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