SBI Magnum Income Fund vs HSBC Medium to Long Duration Fund compare
SBI Magnum Income Fund-Regular Plan-Growth
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2162 Cr | ₹48 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Nov 1998 | 10 Dec 2002 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 78% | 27% |
| Expense Ratio | 1.46 | 1.9 |
| Manager | Pradeep Kesavan | Shriram Ramanathan |
| ISIN Code | INF200K01594 | INF336L01776 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.3% | 0.24% |
| 6 Month | 1.62% | 1.25% |
| 1 Year | 6.37% | 6.09% |
| 3 Year | 7.36% | 6.55% |
| 5 Year | 5.68% | 4.34% |
SIP Return Analysis
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.88% | 0.61% |
| 1 Year | 5.26% | 4.62% |
| 3 Year | 7% | 6.4% |
| 5 Year | 6.55% | 5.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.09% | 6.2% |
| 3 Year | 7.4% | 6.78% |
| 5 Year | 7.38% | 6.98% |
Risk Management
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.96% | 2.26% |
| Sharp | 0.37% | -0.03% |
| Beta | 0.98% | 1.14% |
| Alpha | -0.69% | -1.69% |
Fund Managers
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shriram Ramanathan |
| Total AUM | ₹434274 Cr | ₹32638 Cr |
| Funds Managed | 43 | 11 |
| SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Savings Fund - Growth
3Y Returns7.77%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.19%
HSBC Overnight Fund - Regular Growth
3Y Returns6.34%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
Mirae Asset Liquid Fund - Growth
3Y Returns6.98%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns15.94%
Quant BFSI Fund Regular - Growth
3Y Returns0%