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HDFC Medium Term Debt Fund - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹3929 Cr | ₹43 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 | 0.51% | 0.32% |
| 6 Month | 4.26% | 3.31% |
| 1 Year | 7.63% | 6.02% |
| 3 Year | 7.24% | 5.62% |
| 5 Year | 6.42% | 4.05% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 0.62% |
| 1 Year | 7.23% | 5.44% |
| 3 Year | 7.68% | 6.01% |
| 5 Year | 6.82% | 5% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.48% | 6.61% |
| 3 Year | 7.7% | 6.41% |
| 5 Year | 8.12% | 6.59% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.35% | 1.54% |
| Sharp | 0.33% | -0.76% |
| Beta | 1.54% | 1.74% |
| Alpha | -0.69% | -2.40% |
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 | 97.96 | 100 |
| Real Estate | 0.8 | - |
| Financial Services | 1.24 | - |
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