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
| 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 | Moderate | Moderately High |
| Asset Size (Cr) | ₹4137 Cr | ₹5990 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 | 1.28 | 1.21 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01913 | INF200K01719 |
| Exits Load | Nil/365 | For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.84% | 0.79% |
| 6 Month | 4.07% | 4% |
| 1 Year | 7.66% | 7.59% |
| 3 Year | 5.54% | 5.76% |
| 5 Year | 6.54% | 7.05% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.33% | 3.3% |
| 3 Year | 9.32% | 9.72% |
| 5 Year | 15.98% | 16.65% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.72% | 6.1% |
| 3 Year | 12.98% | 13.58% |
| 5 Year | 16.41% | 17.16% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.48% | 1.34% |
| Sharp | -0.11% | 0.03% |
| Beta | 0.76% | 0.67% |
| Alpha | -0.12% | 0.08% |
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| 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 |
| Fund Manage | 40 | 43 |
| HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.4 | 13.25 |
| Sovereign | 30.23 | 24.89 |
| Financial | 33.75 | 30.28 |
| Construction | 6.37 | 11.39 |
| Materials | 1.79 | - |
| Metals & Mining | 3.5 | 3.83 |
| Energy | 8.65 | 5.73 |
| Automobile | 0.24 | - |
| Capital Goods | 7.87 | 6.79 |
| Consumer Staples | 1.2 | 0.16 |
| Communication | - | 3.68 |
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