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

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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

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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 Moderately High Moderately High
Asset Size (Cr) ₹4016 Cr ₹6689 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 1.33 1.22
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01913 INF200K01719
Exits Load Data not available./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Month 0.58% 0.59%
6 Month 3.87% 3.98%
1 Year 8% 8.2%
3 Year 6% 6.34%
5 Year 6.47% 6.89%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 7.34% 7.62%
3 Year 7.02% 7.27%
5 Year 6.36% 6.54%

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%

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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 98.35 100
Mid Cap 0.99 -
Small Cap 0.66 -

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

SBI Magnum Medium Duration Fund - Regular Plan - Growth

Others 98.35 100
Realty 0.99 -
Construction 0.66 -

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