- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3880 Cr | ₹6738 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 | 0.61% | 0.62% |
| 6 Month | 2.8% | 2.66% |
| 1 Year | 7.72% | 7.85% |
| 3 Year | 7.64% | 7.81% |
| 5 Year | 6.18% | 6.07% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.77% |
| 1 Year | 6.04% | 5.76% |
| 3 Year | 7.36% | 7.33% |
| 5 Year | 6.71% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.5% | 7.87% |
| 3 Year | 7.69% | 8.22% |
| 5 Year | 8.11% | 7.83% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.27% | 1.20% |
| Sharp | 0.69% | 0.87% |
| Beta | 1.07% | 1.00% |
| Alpha | -0.42% | -0.18% |
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 | 97.87 | 99.1 |
| Real Estate | 0.88 | 0.5 |
| Financial Services | 1.24 | - |
| Industrials | - | 0.4 |
Top Comparisons
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns7.04%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns7.04%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.15%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.36%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.94%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.46%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.79%
