HSBC Medium Duration Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderate Risk |
Asset Size (Cr) | ₹5695 Cr | ₹744 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 Sep 2004 | 02 Feb 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index B-III |
Turn Over | 78% | 54% |
Expense Ratio | 1.35 | 1.1 |
Manager | Manish Banthia | Shriram Ramanathan |
ISIN Code | INF109K01AH4 | INF917K01TH0 |
Exits Load | ICICI Prudential Medium Term Bond 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 | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.64% | 0.6% |
6 Month | 3.9% | 3.64% |
1 Year | 7.97% | 7.72% |
3 Year | 6.62% | 6.07% |
5 Year | 6.72% | 6% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.09% | - |
1 Year | 8.02% | 7.71% |
3 Year | 7.49% | 7.34% |
5 Year | 6.86% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.45% | 7.09% |
3 Year | 7.36% | 6.1% |
5 Year | 7.55% | 6.39% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.171% | 1.516% |
Sharp | 0.271% | -0.19% |
Beta | 0.987% | 1.291% |
Alpha | 0.284% | -0.273% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Name | Manish Banthia | Shriram Ramanathan |
Total AUM | ₹239319 Cr | ₹32638 Cr |
Fund Manage | 19 | 11 |
ICICI Prudential Medium Term Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 98.99 | 100 |
Small Cap | 0.97 | - |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 98.99 | 100 |
Units of Real Estate Investment Trust (REITs) | 0.08 | - |
Units of Infrastructure Investment Trusts | 0.89 | - |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.86%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns6.04%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.84%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.5%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns19.82%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.64%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.04%