HDFC Medium Term Debt Fund - Growth Option
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹3895 Cr | ₹318 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Feb 2002 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.33 | 0.75 |
| Manager | Dhruv Muchhal | Vivekanand Ramakrishnan |
| ISIN Code | INF179K01913 | INF740K01557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.36% |
| 6 Month | 2.47% | 2.12% |
| 1 Year | 7.63% | 8.03% |
| 3 Year | 7.49% | 7.56% |
| 5 Year | 6.1% | 5.84% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.51% |
| 1 Year | 7.18% | 7.3% |
| 3 Year | 7.74% | 7.92% |
| 5 Year | 6.97% | 7.03% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.59% | 6.27% |
| 3 Year | 7.7% | 6.46% |
| 5 Year | 8.11% | 6.18% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.27% | 1.53% |
| Sharp | 0.69% | -0.25% |
| Beta | 1.07% | 0.78% |
| Alpha | -0.42% | -0.35% |
Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vivekanand Ramakrishnan |
| Total AUM | ₹520687 Cr | ₹3101 Cr |
| Funds Managed | 40 | 3 |
| HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 98.44 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 97.85 | 98.16 |
| Real Estate | 0.89 | - |
| Financial Services | 1.26 | - |
| Transport Infrastructure | - | 0.28 |
Top Comparisons
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.87%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns20.54%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.06%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.52%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.43%
Axis Floater Fund - Regular Plan - Growth
3Y Returns7.85%