HSBC Medium to Long Duration Fund vs LIC MF Bond Fund compare
HSBC Medium to Long Duration Fund - Regular Growth
LIC MF Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹48 Cr | ₹204 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Dec 2002 | 26 Mar 1999 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 27% | 46% |
| Expense Ratio | 1.9 | 1.22 |
| Manager | Shriram Ramanathan | Marzban Irani |
| ISIN Code | INF336L01776 | INF767K01923 |
| Exits Load | Data not available./365 | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.23% | 0.47% |
| 6 Month | 0.84% | 1.24% |
| 1 Year | 6.12% | 6.84% |
| 3 Year | 6.7% | 7.69% |
| 5 Year | 4.28% | 5.18% |
SIP Return Analysis
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.42% | 0.37% |
| 1 Year | 4.32% | 4.74% |
| 3 Year | 6.31% | 7.14% |
| 5 Year | 5.51% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.2% | 7.77% |
| 3 Year | 6.78% | 7.29% |
| 5 Year | 6.98% | 7.37% |
Risk Management
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 2.26% | 2.33% |
| Sharp | -0.03% | 0.38% |
| Beta | 1.14% | 1.19% |
| Alpha | -1.69% | -0.83% |
Fund Managers
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Name | Shriram Ramanathan | Marzban Irani |
| Total AUM | ₹32638 Cr | ₹1914 Cr |
| Funds Managed | 11 | 6 |
| HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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