HSBC Medium to Long Duration Fund vs SBI Magnum Income Fund compare
SBI Magnum Income Fund-Regular Plan-Growth
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Fund | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹1989 Cr | ₹48 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Nov 1998 | 10 Dec 2002 |
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 | 78% | 27% |
Expense Ratio | 1.46 | 1.9 |
Manager | Pradeep Kesavan | Shriram Ramanathan |
ISIN Code | INF200K01594 | INF336L01776 |
Exits Load | SBI Magnum Income Fund - Regular Plan - 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 | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Month | -0.94% | -0.8% |
6 Month | 2.91% | 3.06% |
1 Year | 6.1% | 5.67% |
3 Year | 6.95% | 6.03% |
5 Year | 5.91% | 4.58% |
SIP Return Analysis
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | -0.37% | -0.42% |
1 Year | 3.9% | 3.82% |
3 Year | 6.72% | 6.24% |
5 Year | 6.24% | 5.28% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.1% | 6.21% |
3 Year | 7.41% | 6.8% |
5 Year | 7.4% | 6.99% |
Risk Management
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.80% | 2.24% |
Sharp | 0.50% | -0.08% |
Beta | 0.95% | 1.18% |
Alpha | -0.45% | -1.84% |
Fund Managers
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Shriram Ramanathan |
Total AUM | ₹434274 Cr | ₹32638 Cr |
Funds Managed | 43 | 11 |
SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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