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) | ₹1890 Cr | ₹49 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 | 1.04% | 0.92% |
6 Month | 5.08% | 5.21% |
1 Year | 9.94% | 9.58% |
3 Year | 8.03% | 6.92% |
5 Year | 6.73% | 4.84% |
SIP Return Analysis
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.92% | 2.99% |
1 Year | 9.93% | 9.74% |
3 Year | 8.49% | 7.83% |
5 Year | 7.08% | 5.95% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.01% | 6.07% |
3 Year | 7.38% | 6.83% |
5 Year | 7.43% | 7% |
Risk Management
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.763% | 2.279% |
Sharp | -0.085% | -0.714% |
Beta | 0.803% | 1.036% |
Alpha | -0.111% | -1.506% |
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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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