HSBC Short Duration Fund vs Axis Short Term Fund compare

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tortoise-icon Axis Short Term Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Short 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 Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
Fund Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7695 Cr ₹3739 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Jan 2010 01 Jan 2013
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 54%
Expense Ratio 0.88 0.75
Manager Devang Shah Jalpan Shah
ISIN Code INF846K01644 INF917K01CL8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
1 Month 0.74% 0.72%
6 Month 3.92% 3.88%
1 Year 7.56% 7.37%
3 Year 5.6% 5.04%
5 Year 6.39% 5.87%

SIP Return Analysis

Scheme Name Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.33% 3.2%
3 Year 9.4% 8.71%
5 Year 15.56% 14.08%

Rolling Lumpsum Returns

Scheme Name Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
1 Year 5.55% 5.01%
3 Year 12.62% 11.29%
5 Year 15.99% 14.43%

Risk Management

Scheme Name Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
Standard Deviation 1.02% 1.18%
Sharp -0.17% -0.63%
Beta 1.93% 2.23%
Alpha 3.69% 3.74%

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Fund Managers

Scheme Name Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
Name Devang Shah Jalpan Shah
Total AUM ₹60014 Cr ₹16521 Cr
Fund Manage 15 6
Axis Short Term Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Axis Short Term Fund - Regular Plan - Growth Option

HSBC Short Duration Fund - Regular Growth

Others 99.96 100

Sector Allocation

Scheme Name

Axis Short Term Fund - Regular Plan - Growth Option

HSBC Short Duration Fund - Regular Growth

Others 99.96 1.07
Sovereign - 37.18
Financial - 60.43
Capital Goods - 1.32

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