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 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 7.45% 7.03%
3 Year 7.77% 6.22%
5 Year 8.17% 6.4%

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 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

Top Comparisons

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns13.09%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns19.36%

Compare Now

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.92%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns15.24%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.32%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns20.63%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

VS

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns5.8%

Compare Now
Request call back
Add to Cart Successfully