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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹36 Cr | ₹778 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 18 Dec 1997 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Medium Duration Debt Index A-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 2.19 | 1.1 |
| Manager | Dwijendra Srivastava | Shriram Ramanathan |
| ISIN Code | INF903J01FQ2 | INF917K01TH0 |
| Exits Load | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.31% | 0.23% |
| 6 Month | 1.07% | 1.8% |
| 1 Year | 5.25% | 7.18% |
| 3 Year | 5.6% | 7.47% |
| 5 Year | 3.97% | 5.97% |
SIP Return Analysis
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.63% | 0.84% |
| 1 Year | 3.29% | 4.81% |
| 3 Year | 5.36% | 7.18% |
| 5 Year | 4.91% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.89% | 7.38% |
| 3 Year | 6.06% | 6.4% |
| 5 Year | 5.96% | 6.41% |
Risk Management
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.84% | 1.55% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Shriram Ramanathan |
| Total AUM | ₹14140 Cr | ₹32638 Cr |
| Funds Managed | 14 | 11 |
| SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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