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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon DSP Bond Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3880 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 0.51% 0.55%
6 Month 2.89% 2.93%
1 Year 7.83% 8.34%
3 Year 7.68% 7.91%
5 Year 6.16% 5.88%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option DSP Bond Fund - Growth
6 Month 1.44% 1.24%
1 Year 7.33% 7.46%
3 Year 7.78% 7.98%
5 Year 6.97% 7.05%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option DSP Bond Fund - Growth
1 Year 7.5% 7.12%
3 Year 7.69% 6.82%
5 Year 8.11% 6.56%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option DSP Bond Fund - Growth
Standard Deviation 1.27% 1.36%
Sharp 0.69% 0.80%
Beta 1.07% 1.16%
Alpha -0.42% -0.32%

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 97.87 100
Real Estate 0.88 -
Financial Services 1.25 -

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