Nippon India Income Fund vs HSBC Medium to Long Duration Fund compare
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹418 Cr | ₹49 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1998 | 10 Dec 2002 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index A-III | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 78% | 27% |
| Expense Ratio | 1.52 | 1.9 |
| Manager | Vivek Sharma | Shriram Ramanathan |
| ISIN Code | INF204K01CL1 | INF336L01776 |
| Exits Load | Nippon India Income Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.24% | -0.03% |
| 6 Month | 0.76% | 0.83% |
| 1 Year | 4.68% | 5.27% |
| 3 Year | 6.52% | 6.15% |
| 5 Year | 4.87% | 4.14% |
SIP Return Analysis
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.2% | 0.39% |
| 1 Year | 2.46% | 3.36% |
| 3 Year | 5.72% | 5.87% |
| 5 Year | 5.76% | 5.33% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.2% | 6.21% |
| 3 Year | 7.39% | 6.76% |
| 5 Year | 7.75% | 6.96% |
Risk Management
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.11% | 2.23% |
| Sharp | -0.18% | -0.17% |
| Beta | 1.07% | 1.16% |
| Alpha | -0.32% | -1.73% |
Fund Managers
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Name | Vivek Sharma | Shriram Ramanathan |
| Total AUM | ₹39796 Cr | ₹32638 Cr |
| Funds Managed | 12 | 11 |
| Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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