- 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
SUNDARAM MEDIUM DURATION FUND Regular Plan vs HDFC Medium Term Debt Fund compare
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) | ₹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 | 2.19 |
| 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 | 1.56% | 1.49% |
| 6 Month | 4.78% | 4.31% |
| 1 Year | 9.68% | 8.17% |
| 3 Year | 7.11% | 5.47% |
| 5 Year | 7.07% | 4.69% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.16% | 2.73% |
| 1 Year | 10.27% | 8.63% |
| 3 Year | 8.36% | 6.72% |
| 5 Year | 7.08% | 5.14% |
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 | 1.474% | 1.81% |
| Sharp | -0.303% | -1.215% |
| Beta | 1.292% | 1.575% |
| Alpha | -0.326% | -1.945% |
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 | 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 | 98.69 | 100 |
| Financial Services | 1.31 | - |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns24.04%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns16.66%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.36%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Savings Fund - Growth
3Y Returns7.35%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.92%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.75%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.55%
