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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon SUNDARAM 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹3880 Cr ₹42 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 06 Feb 2002 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 21.38% 78%
Expense Ratio 1.33 2.19
Manager Dhruv Muchhal Dwijendra Srivastava
ISIN Code INF179K01913 INF903J01FQ2
Exits Load Data not available./365 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.61% 0.34%
6 Month 2.8% 1.72%
1 Year 7.72% 6.13%
3 Year 7.64% 6%
5 Year 6.18% 3.94%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 0.8% 0.47%
1 Year 5.88% 4.36%
3 Year 7.29% 5.71%
5 Year 6.67% 4.93%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.5% 6.58%
3 Year 7.69% 6.38%
5 Year 8.11% 6.57%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.28% 1.44%
Sharp 0.59% -0.56%
Beta 1.68% 1.84%
Alpha -0.86% -2.54%

Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Dhruv Muchhal Dwijendra Srivastava
Total AUM ₹520687 Cr ₹14140 Cr
Funds Managed 40 14
HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others 97.87 100
Real Estate 0.88 -
Financial Services 1.24 -

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