LIC MF Bond Fund vs HSBC Medium to Long Duration 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) | ₹49 Cr | ₹201 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| 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 | -0.08% | -0.07% |
| 6 Month | 1.05% | 0.71% |
| 1 Year | 5.46% | 6.02% |
| 3 Year | 6.16% | 7.09% |
| 5 Year | 4.13% | 5.12% |
SIP Return Analysis
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.4% | 0.39% |
| 1 Year | 3.1% | 3.45% |
| 3 Year | 5.86% | 6.64% |
| 5 Year | 5.35% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.21% | 6.95% |
| 3 Year | 6.76% | 7.14% |
| 5 Year | 6.96% | 7.26% |
Risk Management
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 2.23% | 2.22% |
| Sharp | -0.17% | -0.32% |
| Beta | 1.16% | 1.12% |
| Alpha | -1.73% | -0.65% |
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 |
Top Comparisons
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.84%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.71%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.32%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.17%