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) | ₹887 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 | -0.28% | -0.27% |
| 6 Month | 0.58% | 0.77% |
| 1 Year | 5.16% | 5.17% |
| 3 Year | 6.68% | 6.14% |
| 5 Year | 4.66% | 4.15% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.25% | 0.39% |
| 1 Year | 3% | 3.36% |
| 3 Year | 6.26% | 5.87% |
| 5 Year | 5.79% | 5.33% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.43% | 6.22% |
| 3 Year | 6.74% | 6.77% |
| 5 Year | 6.63% | 6.96% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.47% | 2.23% |
| Sharp | 0.05% | -0.17% |
| Beta | 1.27% | 1.16% |
| Alpha | -1.37% | -1.73% |
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 | 99.52 | 100 |
| Real Estate | 0.48 | - |
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