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SBI Medium Duration Fund - Regular Plan - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI 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) | ₹6946 Cr | ₹788 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 Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.2% | 0.21% |
| 6 Month | 2.66% | 2.6% |
| 1 Year | 7.55% | 7.96% |
| 3 Year | 7.58% | 7.66% |
| 5 Year | 6% | 6.04% |
SIP Return Analysis
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 1.23% |
| 1 Year | 6.17% | 6.16% |
| 3 Year | 7.47% | 7.63% |
| 5 Year | 6.95% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.87% | 7.36% |
| 3 Year | 8.17% | 6.38% |
| 5 Year | 7.81% | 6.42% |
Risk Management
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.34% | 1.27% |
| Sharp | 0.03% | 0.77% |
| Beta | 0.67% | 1.06% |
| Alpha | 0.08% | -0.23% |
Fund Managers
| Scheme Name | SBI 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 Medium Duration Fund - Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 96 | 100 |
| Real Estate | 2.14 | - |
| Industrials | 1.86 | - |
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