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ICICI Prudential Medium Term Bond Fund - Growth
HDFC Medium Term Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5739 Cr | ₹3842 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Sep 2004 | 06 Feb 2002 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 21.38% |
| Expense Ratio | 1.35 | 1.33 |
| Manager | Manish Banthia | Dhruv Muchhal |
| ISIN Code | INF109K01AH4 | INF179K01913 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 1.18% | 0.86% |
| 6 Month | 4.28% | 3.38% |
| 1 Year | 9.04% | 7.68% |
| 3 Year | 8.13% | 7.76% |
| 5 Year | 6.8% | 6.27% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.12% | 1.49% |
| 1 Year | 9.38% | 7.66% |
| 3 Year | 8.57% | 7.84% |
| 5 Year | 7.6% | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.54% | 7.5% |
| 3 Year | 7.38% | 7.69% |
| 5 Year | 7.49% | 8.11% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.04% | 1.28% |
| Sharp | 1.07% | 0.59% |
| Beta | 1.35% | 1.68% |
| Alpha | -0.17% | -0.86% |
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Name | Manish Banthia | Dhruv Muchhal |
| Total AUM | ₹239319 Cr | ₹520687 Cr |
| Funds Managed | 19 | 40 |
| ICICI Prudential Medium Term Bond Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 93.58 | 97.87 |
| Real Estate | 5.3 | 0.86 |
| Industrials | 0.97 | - |
| Financial Services | 0.14 | 1.27 |
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