Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

Invest Now

tortoise-icon HSBC Medium Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6552 Cr ₹744 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 1.5% 1.51%
6 Month 5.03% 5.24%
1 Year 9.66% 9.97%
3 Year 7.37% 7.21%
5 Year 7.14% 7.17%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 3.1% 3.3%
1 Year 10.34% 10.7%
3 Year 8.5% 8.62%
5 Year 7.18% 7.2%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.79% 7.09%
3 Year 8.34% 6.1%
5 Year 7.91% 6.39%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.341% 1.516%
Sharp -0.046% -0.245%
Beta 1.163% 1.306%
Alpha 0.018% -0.255%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100 100

Top Comparisons

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.24%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns7.24%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.99%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns8.82%

Compare Now

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns14.92%

VS

LIC MF Large & Mid Cap Fund-Regular Plan-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

3Y Returns14.92%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns13.9%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns12.27%

Compare Now
Add to Cart Successfully