Axis Strategic Bond Fund vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk |
Asset Size (Cr) | ₹4016 Cr | ₹1981 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 | 1.16 |
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 | 0.57% | 0.62% |
6 Month | 3.45% | 3.82% |
1 Year | 7.63% | 8.17% |
3 Year | 5.99% | 6.69% |
5 Year | 6.19% | 6.77% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.38% | 7.98% |
3 Year | 7.14% | 7.69% |
5 Year | 6.42% | 6.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.43% | 7.47% |
3 Year | 7.72% | 7.81% |
5 Year | 8.15% | 7.98% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.472% | 1.314% |
Sharp | -0.229% | 0.255% |
Beta | 1.279% | 1.093% |
Alpha | -0.319% | 0.297% |
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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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