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SUNDARAM MEDIUM DURATION FUND Regular Plan vs HSBC Medium Duration Fund compare

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Fund SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹44 Cr ₹744 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 18 Dec 1997 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Medium Duration Debt Index A-III NIFTY Medium Duration Debt Index B-III
Turn Over 78% 54%
Expense Ratio 2.19 1.1
Manager Dwijendra Srivastava Shriram Ramanathan
ISIN Code INF903J01FQ2 INF917K01TH0
Exits Load Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 1.49% 1.51%
6 Month 4.31% 5.24%
1 Year 8.17% 9.97%
3 Year 5.47% 7.21%
5 Year 4.69% 7.17%

SIP Return Analysis

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 2.73% 3.3%
1 Year 8.63% 10.7%
3 Year 6.72% 8.62%
5 Year 5.14% 7.2%

Rolling Lumpsum Returns

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 6.57% 7.09%
3 Year 6.49% 6.1%
5 Year 6.63% 6.39%

Risk Management

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.81% 1.516%
Sharp -1.215% -0.245%
Beta 1.575% 1.306%
Alpha -1.945% -0.255%

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Fund Managers

Scheme Name SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Name Dwijendra Srivastava Shriram Ramanathan
Total AUM ₹14140 Cr ₹32638 Cr
Funds Managed 14 11
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

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