- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Medium Duration Fund vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4016 Cr | ₹6552 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 | 0.38% | 0.35% |
| 6 Month | 4.55% | 4.59% |
| 1 Year | 8.96% | 9.06% |
| 3 Year | 7.75% | 7.98% |
| 5 Year | 6.95% | 6.7% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.48% | 2.43% |
| 1 Year | 9.09% | 9.21% |
| 3 Year | 8.12% | 8.26% |
| 5 Year | 6.98% | 7.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.46% | 7.83% |
| 3 Year | 7.7% | 8.3% |
| 5 Year | 8.13% | 7.87% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.474% | 1.341% |
| Sharp | -0.303% | -0.046% |
| Beta | 1.292% | 1.163% |
| Alpha | -0.326% | 0.018% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 98.69 | 100 |
| Financial Services | 1.31 | - |
Top Comparisons
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.84%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns8.47%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns23.12%
Bandhan Small Cap Fund Regular Growth
3Y Returns34.98%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns20.93%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns19.6%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns21.56%
