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SBI Magnum Income Fund vs HDFC Income Fund compare

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tortoise-icon HDFC Income Fund - Growth Option

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tortoise-icon SBI Medium to Long Duration Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
Fund HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹887 Cr ₹2169 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 25 Nov 1998
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund BIII Index
Turn Over 21.38% 78%
Expense Ratio 1.39 1.46
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01962 INF200K01594
Exits Load Data not available./365 SBI Magnum Income Fund - Regular Plan - 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 Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
1 Month 0.12% 0.02%
6 Month 0.47% 1.09%
1 Year 5.22% 5.67%
3 Year 6.7% 6.99%
5 Year 4.68% 5.55%

SIP Return Analysis

Scheme Name HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
6 Month 0.25% 0.63%
1 Year 3% 4.08%
3 Year 6.26% 6.51%
5 Year 5.79% 6.31%

Rolling Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
1 Year 6.43% 6.56%
3 Year 6.74% 7.02%
5 Year 6.63% 7.11%

Risk Management

Scheme Name HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
Standard Deviation 2.47% 1.79%
Sharp 0.05% -0.08%
Beta 1.27% 0.95%
Alpha -1.37% -0.09%

Fund Managers

Scheme Name HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Income Fund - Growth Option SBI Medium to Long Duration Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Income Fund - Growth Option

SBI Medium to Long Duration Fund-Regular Plan-Growth
Others 100 100

Sector Allocation

Scheme Name

HDFC Income Fund - Growth Option

SBI Medium to Long Duration Fund-Regular Plan-Growth
Others 99.49 100
Real Estate 0.51 -

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