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HDFC Medium Term Debt Fund vs Axis Strategic Bond 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 ₹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 1.95% 2%
6 Month 4.48% 4.92%
1 Year 9.46% 9.91%
3 Year 7.07% 7.62%
5 Year 6.78% 7.22%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 3% 3.12%
1 Year 9.94% 10.51%
3 Year 8.23% 8.73%
5 Year 6.99% 7.51%

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 1.474% 1.313%
Sharp -0.303% 0.198%
Beta 1.292% 1.108%
Alpha -0.326% 0.308%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 98.69 99.59
Financial Services 1.31 0.41

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