HDFC Medium Term Debt Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan 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 Moderate Moderate
Asset Size (Cr) ₹4137 Cr ₹42 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 1.28 2.16
Manager Dhruv Muchhal Dwijendra Srivastava
ISIN Code INF179K01913 INF903J01FQ2
Exits Load Nil/365 Exit load of 1%, if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.84% 0.63%
6 Month 4.07% 3.13%
1 Year 7.66% 6.07%
3 Year 5.54% 3.6%
5 Year 6.54% 4.01%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 3.33% 2.61%
3 Year 9.32% 6.63%
5 Year 15.98% 9.86%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.45% 6.42%
3 Year 7.77% 6.46%
5 Year 8.17% 6.62%

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 100 99.99

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 6.4 16.43
Sovereign 30.23 79
Financial 33.75 -
Construction 6.37 -
Materials 1.79 -
Metals & Mining 3.5 -
Energy 8.65 -
Automobile 0.24 -
Capital Goods 7.87 -
Consumer Staples 1.2 2.28
Communication - 2.28

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