- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹6516 Cr | ₹770 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2003 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 252% | 54% |
| Expense Ratio | 1.22 | 1.1 |
| Manager | Pradeep Kesavan | Shriram Ramanathan |
| ISIN Code | INF200K01719 | INF917K01TH0 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.5% | 0.45% |
| 6 Month | 4.04% | 4.49% |
| 1 Year | 7.67% | 8.19% |
| 3 Year | 7.41% | 7.59% |
| 5 Year | 6.36% | 6.55% |
SIP Return Analysis
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.06% | 1.24% |
| 1 Year | 6.97% | 7.75% |
| 3 Year | 7.68% | 8.01% |
| 5 Year | 6.89% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.88% | 7.23% |
| 3 Year | 8.27% | 6.24% |
| 5 Year | 7.85% | 6.42% |
Risk Management
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.29% | 1.35% |
| Sharp | 0.47% | 0.55% |
| Beta | 1.48% | 1.52% |
| Alpha | -0.48% | -0.38% |
Fund Managers
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shriram Ramanathan |
| Total AUM | ₹434274 Cr | ₹32638 Cr |
| Funds Managed | 43 | 11 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 99.84 | 100 |
| Real Estate | 0.16 | - |
Top Comparisons
ICICI Prudential PSU Equity Fund - Growth
3Y Returns26.55%
Invesco India PSU Equity Fund - Growth
3Y Returns28.29%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.09%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.06%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.12%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.67%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.39%
Quant Focused Fund-Growth
3Y Returns12.45%
