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 0.79% 0.76%
6 Month 4.21% 4.03%
1 Year 8.14% 8.27%
3 Year 6.12% 5.76%
5 Year 7.06% 6.47%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 7.97% 7.78%
3 Year 7.3% 7.13%
5 Year 6.58% 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 0.89
Sovereign - 37.52
Construction - 7.8
Financial - 43.59
Diversified - 1.58
Energy - 4.72
Communication - 3.22
Capital Goods - 0.6
Materials - 0.08

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