HSBC Medium to Long Duration Fund vs HDFC Income Fund compare

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tortoise-icon HDFC Income Fund - Growth Option

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tortoise-icon HSBC Medium to Long 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 HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Fund HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹812 Cr ₹46 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Sep 2000 10 Dec 2002
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund BIII Index
Turn Over 21.38% 27%
Expense Ratio 1.39 1.92
Manager Dhruv Muchhal Shriram Ramanathan
ISIN Code INF179K01962 INF336L01776
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.28% 0.16%
6 Month 4.88% 4.35%
1 Year 9.94% 8.47%
3 Year 5.1% 4.38%
5 Year 5.52% 4.87%

SIP Return Analysis

Scheme Name HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
6 Month - -
1 Year 9.11% 7.81%
3 Year 7.13% 6.17%
5 Year 5.71% 4.98%

Rolling Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
1 Year 6.34% 5.99%
3 Year 6.71% 6.86%
5 Year 6.76% 7.02%

Risk Management

Scheme Name HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 2.34% 2.34%
Sharp -0.49% -0.67%
Beta 1.31% 1.24%
Alpha -1.07% -1.52%

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Fund Managers

Scheme Name HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Name Dhruv Muchhal Shriram Ramanathan
Total AUM ₹520687 Cr ₹32638 Cr
Fund Manage 40 11
HDFC Income Fund - Growth Option HSBC Medium to Long Duration Fund - Regular Growth

Market Cap

Scheme Name

HDFC Income Fund - Growth Option

HSBC Medium to Long Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Income Fund - Growth Option

HSBC Medium to Long Duration Fund - Regular Growth

Others 0.25 21.15
Realty 0.45 -
Sovereign - 73.33
Financial - 5.52

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