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HDFC Medium Term Debt Fund - Growth Option
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹3803 Cr | ₹655 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 21.38% | 54% |
| Expense Ratio | 1.33 | 1.1 |
| Manager | Dhruv Muchhal | Shriram Ramanathan |
| ISIN Code | INF179K01913 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.6% | 0.54% |
| 6 Month | 4.66% | 4.93% |
| 1 Year | 8.65% | 9.03% |
| 3 Year | 7.54% | 7.8% |
| 5 Year | 6.48% | 6.64% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.1% | 2.15% |
| 1 Year | 8.85% | 9.38% |
| 3 Year | 8.18% | 8.49% |
| 5 Year | 7.06% | 7.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.46% | 7.18% |
| 3 Year | 7.7% | 6.19% |
| 5 Year | 8.13% | 6.4% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.29% | 1.25% |
| Sharp | 0.72% | 0.90% |
| Beta | 1.49% | 1.41% |
| Alpha | -0.58% | -0.30% |
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Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shriram Ramanathan |
| Total AUM | ₹520687 Cr | ₹32638 Cr |
| Funds Managed | 40 | 11 |
| HDFC Medium Term Debt Fund - Growth Option | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 97.98 | 100 |
| Real Estate | 0.81 | - |
| Financial Services | 1.21 | - |
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