HSBC Medium to Long Duration Fund vs Nippon India Income Fund compare

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tortoise-icon Nippon India Income Fund - Growth Plan 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 Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Fund Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹330 Cr ₹46 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 1998 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 A-III CRISIL Medium to Long Duration Fund BIII Index
Turn Over 78% 27%
Expense Ratio 1.52 1.92
Manager Vivek Sharma Shriram Ramanathan
ISIN Code INF204K01CL1 INF336L01776
Exits Load Exit load of 0.25% if redeemed within 15 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.92% 0.87%
6 Month 4.11% 3.89%
1 Year 8.13% 7.41%
3 Year 5.68% 4.21%
5 Year 5.9% 4.66%

SIP Return Analysis

Scheme Name Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
6 Month - -
1 Year 3.55% 3.28%
3 Year 9.7% 7.71%
5 Year 14.63% 11.38%

Rolling Lumpsum Returns

Scheme Name Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
1 Year 5% 3.96%
3 Year 11.69% 8.93%
5 Year 15.17% 11.82%

Risk Management

Scheme Name Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 2.11% 2.34%
Sharp -0.18% -0.67%
Beta 1.07% 1.24%
Alpha -0.32% -1.52%

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Fund Managers

Scheme Name Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth
Name Vivek Sharma Shriram Ramanathan
Total AUM ₹39796 Cr ₹32638 Cr
Fund Manage 12 11
Nippon India Income Fund - Growth Plan Growth Option HSBC Medium to Long Duration Fund - Regular Growth

Market Cap

Scheme Name

Nippon India Income Fund - Growth Plan Growth Option

HSBC Medium to Long Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Income Fund - Growth Plan Growth Option

HSBC Medium to Long Duration Fund - Regular Growth

Sovereign 87.12 73.33
Financial 6.18 5.52
Others 6.7 21.15

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