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HSBC Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

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

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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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 0.35% 0.59%
6 Month 4.59% 5.12%
1 Year 9.06% 9.41%
3 Year 7.98% 7.97%
5 Year 6.7% 7.12%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 2.43% 2.77%
1 Year 9.21% 10.01%
3 Year 8.26% 8.54%
5 Year 7.11% 7.18%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.83% 7.18%
3 Year 8.3% 6.19%
5 Year 7.87% 6.4%

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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