SUNDARAM MEDIUM DURATION FUND Regular Plan vs HSBC Medium Duration Fund compare
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
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 | 0.88% | 1.16% |
6 Month | 4.74% | 5.76% |
1 Year | 8.24% | 10.08% |
3 Year | 6.17% | 7.93% |
5 Year | 4.5% | 7.24% |
SIP Return Analysis
Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.88% | 3.4% |
1 Year | 9.15% | 11.15% |
3 Year | 6.95% | 8.82% |
5 Year | 5.32% | 7.33% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Prima Fund-Growth
3Y Returns26.68%
Kotak Emerging Equity Scheme - Growth
3Y Returns23.05%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns15.13%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns14.6%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.11%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns10.81%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.92%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns23.26%