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HDFC Income Fund vs SBI Magnum Income Fund compare
HDFC Income Fund - Growth Option
SBI Medium to Long Duration Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹887 Cr | ₹2169 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 25 Nov 1998 |
| 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% | 78% |
| Expense Ratio | 1.39 | 1.46 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01962 | INF200K01594 |
| Exits Load | Data not available./365 | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.01% | -0.06% |
| 6 Month | 0.71% | 1.36% |
| 1 Year | 5.36% | 5.82% |
| 3 Year | 6.71% | 6.99% |
| 5 Year | 4.68% | 5.55% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.32% | 0.58% |
| 1 Year | 2.77% | 3.71% |
| 3 Year | 6.26% | 6.44% |
| 5 Year | 5.81% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.41% | 6.55% |
| 3 Year | 6.74% | 7.02% |
| 5 Year | 6.63% | 7.11% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 2.47% | 1.93% |
| Sharp | 0.05% | 0.25% |
| Beta | 1.27% | 1.00% |
| Alpha | -1.37% | -0.71% |
Fund Managers
| Scheme Name | HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Income Fund - Growth Option | SBI Medium to Long Duration Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Income Fund - Growth Option |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Income Fund - Growth Option |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|
| Others | 99.49 | 100 |
| Real Estate | 0.51 | - |
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