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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon SBI Magnum Medium 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 Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Fund HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3929 Cr ₹6516 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 Feb 2002 12 Nov 2003
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 21.38% 252%
Expense Ratio 1.33 1.22
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01913 INF200K01719
Exits Load Data not available./365 SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Month 0.51% 0.5%
6 Month 4.26% 4.04%
1 Year 7.63% 7.67%
3 Year 7.24% 7.41%
5 Year 6.42% 6.36%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month 1.2% 1.06%
1 Year 7.23% 6.97%
3 Year 7.68% 7.68%
5 Year 6.82% 6.89%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Year 7.48% 7.88%
3 Year 7.7% 8.27%
5 Year 8.12% 7.85%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Standard Deviation 1.35% 1.29%
Sharp 0.33% 0.47%
Beta 1.54% 1.48%
Alpha -0.69% -0.48%

Fund Managers

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

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SBI Magnum Medium Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SBI Magnum Medium Duration Fund - Regular Plan - Growth

Others 97.96 99.84
Real Estate 0.8 0.16
Financial Services 1.24 -

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