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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Fund Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹113 Cr ₹758 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Jun 2014 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index NIFTY Medium Duration Debt Index B-III
Turn Over 0.0% 54%
Expense Ratio 1.1 1.1
Manager Sushil Budhia Shriram Ramanathan
ISIN Code INF204KA1PZ1 INF917K01TH0
Exits Load Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.52% 0.51%
6 Month 4.74% 2.93%
1 Year 10.16% 8.34%
3 Year 8.48% 7.92%
5 Year 8.94% 6.27%

SIP Return Analysis

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month 1.65% 0.79%
1 Year 9.01% 6.25%
3 Year 8.69% 7.61%
5 Year 8.17% 6.84%

Rolling Lumpsum Returns

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 6.9% 7.27%
3 Year 5.55% 6.29%
5 Year -0.94% 6.43%

Risk Management

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.90% 1.29%
Sharp 0.86% 0.88%
Beta 1.10% 1.07%
Alpha 0.32% -0.17%

Fund Managers

Scheme Name Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Name Sushil Budhia Shriram Ramanathan
Total AUM ₹29447 Cr ₹32638 Cr
Funds Managed 11 11
Nippon India Medium Duration Fund - Growth Option HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Nippon India Medium Duration Fund - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Medium Duration Fund - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100 100

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