SBI Magnum Medium Duration Fund vs HDFC Medium Term Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Medium Term Debt Fund - Growth Option

Invest Now

tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Fund HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹4137 Cr ₹5990 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 Feb 2002 12 Nov 2003
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 21.38% 252%
Expense Ratio 1.28 1.21
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01913 INF200K01719
Exits Load Nil/365 For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Month 0.38% 0.51%
6 Month 4.33% 4.23%
1 Year 8.17% 8.05%
3 Year 5.74% 5.98%
5 Year 6.51% 6.94%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 8.42% 8.21%
3 Year 7.1% 7.22%
5 Year 6.47% 6.58%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Year 7.4% 7.72%
3 Year 7.74% 8.38%
5 Year 8.16% 7.95%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Standard Deviation 1.48% 1.34%
Sharp -0.11% 0.03%
Beta 0.76% 0.67%
Alpha -0.12% 0.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SBI Magnum Medium Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SBI Magnum Medium Duration Fund - Regular Plan - Growth

Others 6.4 13.25
Sovereign 30.23 24.89
Financial 33.75 30.28
Construction 6.37 11.39
Materials 1.79 -
Metals & Mining 3.5 3.83
Energy 8.65 5.73
Automobile 0.24 -
Capital Goods 7.87 6.79
Consumer Staples 1.2 0.16
Communication - 3.68

Top Comparisons

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.59%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.25%

Compare Now

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.83%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.85%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns4.91%

VS

DSP World Mining Fund - Regular Plan - Growth DSP World Mining Fund - Regular Plan - Growth

3Y Returns5.71%

Compare Now

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns10.15%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns12.38%

Compare Now
Request call back
Add to Cart Successfully