HSBC Medium to Long Duration Fund vs HDFC Income Fund compare
HDFC Income Fund - Growth Option
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹881 Cr | ₹49 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 10 Dec 2002 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 21.38% | 27% |
| Expense Ratio | 1.39 | 1.9 |
| Manager | Dhruv Muchhal | Shriram Ramanathan |
| ISIN Code | INF179K01962 | INF336L01776 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.1% | -0.12% |
| 6 Month | 0.41% | 0.59% |
| 1 Year | 4.44% | 4.47% |
| 3 Year | 6.71% | 6.08% |
| 5 Year | 4.6% | 4.14% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.75% | 0.54% |
| 1 Year | 2.38% | 2.26% |
| 3 Year | 5.96% | 5.5% |
| 5 Year | 5.73% | 5.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.37% | 6.19% |
| 3 Year | 6.74% | 6.75% |
| 5 Year | 6.62% | 6.95% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.34% | 2.34% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shriram Ramanathan |
| Total AUM | ₹520687 Cr | ₹32638 Cr |
| Funds Managed | 40 | 11 |
| HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Income Fund - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Income Fund - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 99.48 | 100 |
| Real Estate | 0.52 | - |
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