HDFC Income Fund vs HSBC Medium to Long Duration Fund compare
HDFC Income Fund - Growth Option
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Fund | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹941 Cr | ₹47 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2000 | 10 Dec 2002 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund BIII Index |
Turn Over | 21.38% | 27% |
Expense Ratio | 1.39 | 1.9 |
Manager | Dhruv Muchhal | Shriram Ramanathan |
ISIN Code | INF179K01962 | INF336L01776 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.84% | 0.89% |
6 Month | 1.61% | 1.75% |
1 Year | 6.29% | 6.17% |
3 Year | 7.36% | 6.79% |
5 Year | 4.93% | 4.41% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 0.61% | 0.71% |
1 Year | 5.34% | 5.44% |
3 Year | 7.16% | 6.62% |
5 Year | 6.16% | 5.63% |
Rolling Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Year | 6.63% | 6.2% |
3 Year | 6.71% | 6.78% |
5 Year | 6.62% | 6.98% |
Risk Management
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.49% | 2.28% |
Sharp | 0.12% | -0.10% |
Beta | 1.32% | 1.20% |
Alpha | -1.21% | -1.60% |
Fund Managers
Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Shriram Ramanathan |
Total AUM | ₹520687 Cr | ₹32638 Cr |
Funds Managed | 40 | 11 |
HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Income Fund - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Income Fund - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Others | 99.54 | 100 |
Real Estate | 0.46 | - |
Top Comparisons
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns16.98%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns17.25%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.83%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.92%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.98%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns18.18%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.14%