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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3842 Cr ₹138 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 0.11% 0.19%
6 Month 2.21% 2.18%
1 Year 6.97% 9.03%
3 Year 7.36% 8.29%
5 Year 6.03% 8.84%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Nippon India Medium Duration Fund - Growth Option
6 Month 1.02% 0.94%
1 Year 5.02% 6.73%
3 Year 7.05% 8.2%
5 Year 6.67% 7.81%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Nippon India Medium Duration Fund - Growth Option
1 Year 7.58% 7.01%
3 Year 7.7% 5.88%
5 Year 8.1% -0.91%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Nippon India Medium Duration Fund - Growth Option
Standard Deviation 1.27% 1.91%
Sharp 0.61% 0.81%
Beta 1.03% 1.08%
Alpha -0.24% 0.51%

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 97.21 100
Real Estate 0.91 -
Utilities 0.63 -
Financial Services 0.76 -
Industrials 0.49 -

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