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HDFC Medium Term Debt Fund vs SBI Magnum Medium Duration Fund compare
HDFC Medium Term Debt Fund - Growth Option
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹4016 Cr | ₹6552 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 12 Nov 2003 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 21.38% | 252% |
| Expense Ratio | 1.33 | 1.22 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01913 | INF200K01719 |
| Exits Load | Data not available./365 | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.84% | 0.83% |
| 6 Month | 4.5% | 4.71% |
| 1 Year | 9.28% | 9.37% |
| 3 Year | 7.57% | 7.84% |
| 5 Year | 6.95% | 6.88% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.97% |
| 1 Year | 10.08% | 10.23% |
| 3 Year | 8.35% | 8.5% |
| 5 Year | 7.08% | 7.19% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.43% | 7.79% |
| 3 Year | 7.72% | 8.34% |
| 5 Year | 8.15% | 7.91% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.474% | 1.341% |
| Sharp | -0.303% | -0.046% |
| Beta | 1.292% | 1.163% |
| Alpha | -0.326% | 0.018% |
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Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 98.69 | 100 |
| Financial Services | 1.31 | - |
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