HSBC Medium Duration Fund vs Axis Strategic Bond 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) ₹1938 Cr ₹806 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 1.03 1.1
Manager Devang Shah Shriram Ramanathan
ISIN Code INF846K01BP2 INF917K01TH0
Exits Load Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Strategic Bond Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.5% 0.4%
6 Month 4.59% 4.3%
1 Year 8.99% 8.47%
3 Year 6.37% 5.69%
5 Year 7.12% 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 8.71% 8.16%
3 Year 7.53% 7.07%
5 Year 6.91% 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 99.99 100

Sector Allocation

Scheme Name

Axis Strategic Bond Fund - Regular Plan - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 11.84 0.89
Sovereign 30.51 37.52
Financial 25.35 43.59
Construction 10.72 7.8
Consumer Staples 5.44 -
Materials 1.75 0.08
Communication 4.72 3.22
Capital Goods 3.23 0.6
Services 2.13 -
Automobile 2.07 -
Energy 2.23 4.72
Diversified - 1.58

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