HDFC Medium Term Debt Fund - Growth Option
Bandhan Medium Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹3885 Cr | ₹1427 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 08 Jul 2003 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index A-III |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.33 | 1.31 |
| Manager | Dhruv Muchhal | Sreejith Balasubramanian |
| ISIN Code | INF179K01913 | INF194K01JU0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.19% | 0.01% |
| 6 Month | 2.52% | 1.52% |
| 1 Year | 7.34% | 6.51% |
| 3 Year | 7.38% | 6.78% |
| 5 Year | 6.03% | 4.84% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 0.76% |
| 1 Year | 6.53% | 4.94% |
| 3 Year | 7.49% | 6.73% |
| 5 Year | 6.85% | 6.02% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.59% | 7.24% |
| 3 Year | 7.7% | 7.91% |
| 5 Year | 8.11% | 8.03% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.26% | 1.58% |
| Sharp | 0.63% | 0.14% |
| Beta | 1.08% | 1.24% |
| Alpha | -0.44% | -1.19% |
Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sreejith Balasubramanian |
| Total AUM | ₹520687 Cr | ₹66149 Cr |
| Funds Managed | 40 | 14 |
| HDFC Medium Term Debt Fund - Growth Option | Bandhan Medium Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Bandhan Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 97.86 | 100 |
| Real Estate | 0.88 | - |
| Financial Services | 0.76 | - |
| Industrials | 0.5 | - |
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