HSBC Medium Duration Fund vs HDFC Medium Term Debt Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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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 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 Moderate Moderate
Asset Size (Cr) ₹4137 Cr ₹806 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 1.28 1.1
Manager Dhruv Muchhal Shriram Ramanathan
ISIN Code INF179K01913 INF917K01TH0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.84% 0.76%
6 Month 4.07% 4%
1 Year 7.66% 7.73%
3 Year 5.54% 5.47%
5 Year 6.54% 6.39%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 3.33% 3.49%
3 Year 9.32% 9.53%
5 Year 15.98% 15.97%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 5.72% 5.64%
3 Year 12.98% 12.89%
5 Year 16.41% 16.44%

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%

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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 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 6.4 0.89
Sovereign 30.23 37.52
Financial 33.75 43.59
Construction 6.37 7.8
Materials 1.79 0.08
Metals & Mining 3.5 -
Energy 8.65 4.72
Automobile 0.24 -
Capital Goods 7.87 0.6
Consumer Staples 1.2 -
Diversified - 1.58
Communication - 3.22

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