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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹3803 Cr ₹43 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 06 Feb 2002 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 21.38% 78%
Expense Ratio 1.33 2.19
Manager Dhruv Muchhal Dwijendra Srivastava
ISIN Code INF179K01913 INF903J01FQ2
Exits Load Data not available./365 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.6% 0.28%
6 Month 4.66% 3.79%
1 Year 8.65% 7.01%
3 Year 7.54% 5.84%
5 Year 6.48% 3.99%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.1% 1.59%
1 Year 8.85% 7.13%
3 Year 8.18% 6.52%
5 Year 7.06% 5.21%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.46% 6.57%
3 Year 7.7% 6.43%
5 Year 8.13% 6.61%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.29% 1.48%
Sharp 0.72% -0.39%
Beta 1.49% 1.67%
Alpha -0.58% -2.26%

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Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Dhruv Muchhal Dwijendra Srivastava
Total AUM ₹520687 Cr ₹14140 Cr
Funds Managed 40 14
HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 97.98 100
Real Estate 0.81 -
Financial Services 1.21 -

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