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) | ₹1973 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 | 0.19% | 0.27% |
6 Month | 3.29% | 3.19% |
1 Year | 6.31% | 5.73% |
3 Year | 7.2% | 6.38% |
5 Year | 5.93% | 4.54% |
SIP Return Analysis
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 0.25% | 0.18% |
1 Year | 5.04% | 4.91% |
3 Year | 7% | 6.47% |
5 Year | 6.43% | 5.46% |
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 | 1.99% | 2.37% |
Sharp | 0.12% | -0.30% |
Beta | 1.00% | 1.20% |
Alpha | -0.47% | -1.54% |
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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