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SUNDARAM MEDIUM DURATION FUND Regular Plan vs HDFC Medium Term Debt Fund compare

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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) ₹4016 Cr ₹44 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 2.18
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 0.64% 0.65%
6 Month 3.68% 2.95%
1 Year 7.84% 6.29%
3 Year 6.03% 4.27%
5 Year 6.25% 3.79%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 7.58% 6.1%
3 Year 7.23% 5.62%
5 Year 6.45% 4.48%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.43% 6.57%
3 Year 7.72% 6.49%
5 Year 8.15% 6.63%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.48% 1.84%
Sharp -0.11% -1.17%
Beta 0.76% 0.94%
Alpha -0.12% -2.11%

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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
Fund Manage 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 98.35 100.01
Mid Cap 0.99 -
Small Cap 0.66 -

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 98.35 100.01
Realty 0.99 -
Construction 0.66 -

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