HSBC Medium Duration Fund vs SBI Magnum Medium Duration Fund compare
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) | ₹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% |
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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 |
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