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 | ₹47 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 | 0.77% | 0.72% |
6 Month | 1.73% | 1.32% |
1 Year | 6.48% | 6.09% |
3 Year | 7.52% | 6.69% |
5 Year | 5.81% | 4.41% |
SIP Return Analysis
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 0.9% | 0.71% |
1 Year | 5.87% | 5.44% |
3 Year | 7.22% | 6.62% |
5 Year | 6.62% | 5.63% |
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% | 2.28% |
Sharp | 0.30% | -0.10% |
Beta | 1.03% | 1.20% |
Alpha | -0.61% | -1.60% |
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
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.72%
Quant Infrastructure Fund - Growth Option
3Y Returns19.32%
SBI Focused Fund - Regular Plan -Growth
3Y Returns16.77%
Tata Focused Fund-Regular Plan-Growth
3Y Returns16.69%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns12.48%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns18.77%
Quant Focused Fund-Growth
3Y Returns15.37%