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) | ₹3929 Cr | ₹110 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 | 0.48% | 0.37% |
6 Month | 4.29% | 6.26% |
1 Year | 7.6% | 10.11% |
3 Year | 7.38% | 8.25% |
5 Year | 6.43% | 9.16% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
6 Month | 1.2% | 2.41% |
1 Year | 7.23% | 10.79% |
3 Year | 7.68% | 9.13% |
5 Year | 6.82% | 8.39% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
1 Year | 7.48% | 6.84% |
3 Year | 7.7% | 5.43% |
5 Year | 8.12% | -0.97% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Standard Deviation | 1.35% | 1.96% |
Sharp | 0.33% | 0.64% |
Beta | 1.54% | 1.59% |
Alpha | -0.69% | 0.11% |
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 | 97.99 | 100 |
Real Estate | 0.79 | - |
Financial Services | 1.21 | - |
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