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) | ₹3842 Cr | ₹314 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 | 0.03% | -0.21% |
| 6 Month | 2.06% | 1.31% |
| 1 Year | 6.9% | 6.83% |
| 3 Year | 7.3% | 7.24% |
| 5 Year | 6.02% | 5.66% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.02% | 0.45% |
| 1 Year | 5.14% | 3.99% |
| 3 Year | 7.1% | 6.89% |
| 5 Year | 6.69% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.58% | 6.32% |
| 3 Year | 7.7% | 6.49% |
| 5 Year | 8.1% | 6.17% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.48% | 1.53% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 97.21 | 100 |
| Real Estate | 0.91 | - |
| Utilities | 0.63 | - |
| Financial Services | 0.76 | - |
| Industrials | 0.49 | - |
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