HSBC Medium to Long Duration Fund vs SBI Magnum Income Fund compare

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tortoise-icon SBI Magnum Income Fund-Regular Plan-Growth

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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 SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
Fund SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1769 Cr ₹46 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Nov 1998 10 Dec 2002
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium to Long Duration Fund BIII Index CRISIL Medium to Long Duration Fund BIII Index
Turn Over 78% 27%
Expense Ratio 1.46 1.92
Manager Pradeep Kesavan Shriram Ramanathan
ISIN Code INF200K01594 INF336L01776
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.81% 0.87%
6 Month 4.07% 3.89%
1 Year 7.76% 7.41%
3 Year 5.62% 4.21%
5 Year 6.98% 4.66%

SIP Return Analysis

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
6 Month - -
1 Year 3.35% 3.28%
3 Year 9.69% 7.71%
5 Year 16.21% 11.38%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
1 Year 5.95% 3.96%
3 Year 13.24% 8.93%
5 Year 16.88% 11.82%

Risk Management

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 1.79% 2.34%
Sharp -0.08% -0.67%
Beta 0.95% 1.24%
Alpha -0.09% -1.52%

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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

HSBC Medium to Long Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

HSBC Medium to Long Duration Fund - Regular Growth

Others 100 21.15
Sovereign - 73.33
Financial - 5.52

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