HDFC Medium Term Debt Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
HDFC Medium Term Debt Fund - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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 Risk |
Asset Size (Cr) | ₹4016 Cr | ₹44 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 | 0.67% | 0.63% |
6 Month | 3.56% | 2.9% |
1 Year | 7.74% | 6.22% |
3 Year | 5.98% | 4.27% |
5 Year | 6.19% | 3.78% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.38% | 6% |
3 Year | 7.14% | 5.55% |
5 Year | 6.41% | 4.46% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.43% | 6.57% |
3 Year | 7.72% | 6.49% |
5 Year | 8.15% | 6.63% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.48% | 1.84% |
Sharp | -0.11% | -1.17% |
Beta | 0.76% | 0.94% |
Alpha | -0.12% | -2.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 98.35 | 100.01 |
Mid Cap | 0.99 | - |
Small Cap | 0.66 | - |
Sector Allocation
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 98.35 | 100.01 |
Realty | 0.99 | - |
Construction | 0.66 | - |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns16.74%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns10.43%
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns17.31%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns20.72%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns6.03%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.31%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns14.81%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns10.04%