HSBC Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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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 SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Fund SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹6689 Cr ₹843 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Nov 2003 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 252% 54%
Expense Ratio 1.22 1.1
Manager Pradeep Kesavan Shriram Ramanathan
ISIN Code INF200K01719 INF917K01TH0
Exits Load SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.59% 0.68%
6 Month 3.98% 3.9%
1 Year 8.2% 8.29%
3 Year 6.34% 6.05%
5 Year 6.89% 6.32%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 7.62% 7.56%
3 Year 7.27% 7.17%
5 Year 6.54% 6.39%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.72% 7.03%
3 Year 8.38% 6.21%
5 Year 7.95% 6.41%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.34% 1.55%
Sharp 0.03% -0.14%
Beta 0.67% 0.79%
Alpha 0.08% -0.18%

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Fund Managers

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
Name Pradeep Kesavan Shriram Ramanathan
Total AUM ₹434274 Cr ₹32638 Cr
Fund Manage 43 11
SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

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