HSBC Medium Duration Fund vs HDFC Medium Term Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Medium Term Debt Fund - Growth Option

Invest Now

tortoise-icon HSBC Medium Duration Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Fund HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹4016 Cr ₹843 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 06 Feb 2002 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 21.38% 54%
Expense Ratio 1.33 1.1
Manager Dhruv Muchhal Shriram Ramanathan
ISIN Code INF179K01913 INF917K01TH0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.6% 0.76%
6 Month 4.08% 4.03%
1 Year 8.12% 8.27%
3 Year 5.74% 5.76%
5 Year 6.6% 6.47%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 7.7% 7.78%
3 Year 7.03% 7.13%
5 Year 6.39% 6.39%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 7.4% 7.03%
3 Year 7.74% 6.21%
5 Year 8.16% 6.41%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.48% 1.55%
Sharp -0.11% -0.14%
Beta 0.76% 0.79%
Alpha -0.12% -0.18%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
Name Dhruv Muchhal Shriram Ramanathan
Total AUM ₹520687 Cr ₹32638 Cr
Fund Manage 40 11
HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 98.35 100
Mid Cap 0.99 -
Small Cap 0.66 -

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 98.35 0.89
Realty 0.99 -
Construction 0.66 7.8
Sovereign - 37.52
Financial - 43.59
Diversified - 1.58
Energy - 4.72
Communication - 3.22
Capital Goods - 0.6
Materials - 0.08

Top Comparisons

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

3Y Returns0%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.63%

Compare Now

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns10.91%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns6.68%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns17.96%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns16.05%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.56%

VS

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.13%

Compare Now
Request call back
Add to Cart Successfully