Axis Strategic Bond Fund vs HSBC Medium Duration Fund compare

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

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Fund Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1926 Cr ₹843 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 28 Mar 2012 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 20% 54%
Expense Ratio 1.06 1.1
Manager Devang Shah Shriram Ramanathan
ISIN Code INF846K01BP2 INF917K01TH0
Exits Load Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.79% 0.76%
6 Month 4.35% 4.03%
1 Year 8.71% 8.27%
3 Year 6.46% 5.76%
5 Year 7.15% 6.47%

SIP Return Analysis

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 8.34% 7.78%
3 Year 7.59% 7.13%
5 Year 6.92% 6.39%

Rolling Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 7.42% 7.03%
3 Year 7.87% 6.21%
5 Year 8.03% 6.41%

Risk Management

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.34% 1.55%
Sharp 0.32% -0.14%
Beta 0.69% 0.79%
Alpha 0.47% -0.18%

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Fund Managers

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Name Devang Shah Shriram Ramanathan
Total AUM ₹60014 Cr ₹32638 Cr
Fund Manage 15 11
Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100.02 100

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100.02 0.89
Sovereign - 37.52
Construction - 7.8
Financial - 43.59
Diversified - 1.58
Energy - 4.72
Communication - 3.22
Capital Goods - 0.6
Materials - 0.08

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