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) | ₹915 Cr | ₹48 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 | 0.46% | 0.34% |
| 6 Month | 0.05% | 0.28% |
| 1 Year | 5.54% | 5.47% |
| 3 Year | 6.81% | 6.24% |
| 5 Year | 4.74% | 4.19% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.72% | 0.89% |
| 1 Year | 3.75% | 4.19% |
| 3 Year | 6.61% | 6.24% |
| 5 Year | 5.94% | 5.5% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.43% | 6.22% |
| 3 Year | 6.74% | 6.77% |
| 5 Year | 6.63% | 6.96% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.48% | 2.26% |
| Sharp | 0.14% | -0.03% |
| Beta | 1.23% | 1.14% |
| Alpha | -1.41% | -1.69% |
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 | 99.51 | 100 |
| Real Estate | 0.49 | - |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.53%
Mirae Asset Money Market Fund Regular Growth
3Y Returns7.17%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns24.32%
Invesco India Infrastructure Fund - Growth Option
3Y Returns21.59%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.13%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.17%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.17%