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) ₹5990 Cr ₹806 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 1.21 1.1
Manager Pradeep Kesavan Shriram Ramanathan
ISIN Code INF200K01719 INF917K01TH0
Exits Load For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.79% 0.76%
6 Month 4% 4%
1 Year 7.59% 7.73%
3 Year 5.76% 5.47%
5 Year 7.05% 6.39%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 3.3% 3.49%
3 Year 9.72% 9.53%
5 Year 16.65% 15.97%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 6.1% 5.64%
3 Year 13.58% 12.89%
5 Year 17.16% 16.44%

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

Sovereign 24.89 37.52
Construction 11.39 7.8
Capital Goods 6.79 0.6
Financial 30.28 43.59
Metals & Mining 3.83 -
Communication 3.68 3.22
Others 13.25 0.89
Energy 5.73 4.72
Consumer Staples 0.16 -
Diversified - 1.58
Materials - 0.08

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