HDFC Medium Term Debt Fund - Growth Option
Nippon India Medium Duration Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3885 Cr | ₹134 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 26 Jun 2014 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 21.38% | 0.0% |
| Expense Ratio | 1.33 | 1.1 |
| Manager | Dhruv Muchhal | Sushil Budhia |
| ISIN Code | INF179K01913 | INF204KA1PZ1 |
| Exits Load | Data not available./365 | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 1 Month | 0.22% | 0.18% |
| 6 Month | 2.51% | 4.64% |
| 1 Year | 7.37% | 9.57% |
| 3 Year | 7.38% | 8.23% |
| 5 Year | 6.03% | 8.83% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 6 Month | 1.29% | 1.26% |
| 1 Year | 6.53% | 8.77% |
| 3 Year | 7.49% | 8.78% |
| 5 Year | 6.85% | 8.12% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 1 Year | 7.59% | 6.97% |
| 3 Year | 7.7% | 5.75% |
| 5 Year | 8.11% | -0.93% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.26% | 8.15% |
| Sharp | 0.63% | 0.47% |
| Beta | 1.08% | 0.18% |
| Alpha | -0.44% | 3.87% |
Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Sushil Budhia |
| Total AUM | ₹520687 Cr | ₹29447 Cr |
| Funds Managed | 40 | 11 |
| HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Others | 97.86 | 100 |
| Real Estate | 0.88 | - |
| Financial Services | 0.76 | - |
| Industrials | 0.5 | - |
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