SUNDARAM MEDIUM DURATION FUND Regular Plan vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4137 Cr | ₹42 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 06 Feb 2002 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.28 | 2.16 |
| Manager | Dhruv Muchhal | Dwijendra Srivastava |
| ISIN Code | INF179K01913 | INF903J01FQ2 |
| Exits Load | Nil/365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.35% | 0.26% |
| 6 Month | 4.3% | 3.32% |
| 1 Year | 8.14% | 6.44% |
| 3 Year | 5.72% | 3.81% |
| 5 Year | 6.5% | 3.94% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.42% | 6.37% |
| 3 Year | 7.1% | 5.27% |
| 5 Year | 6.47% | 4.3% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.4% | 6.59% |
| 3 Year | 7.74% | 6.53% |
| 5 Year | 8.16% | 6.66% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.48% | 1.84% |
| Sharp | -0.11% | -1.17% |
| Beta | 0.76% | 0.94% |
| Alpha | -0.12% | -2.11% |
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| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dwijendra Srivastava |
| Total AUM | ₹520687 Cr | ₹14140 Cr |
| Fund Manage | 40 | 14 |
| HDFC Medium Term Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 99.99 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 6.4 | 16.43 |
| Sovereign | 30.23 | 79 |
| Financial | 33.75 | - |
| Construction | 6.37 | - |
| Materials | 1.79 | - |
| Metals & Mining | 3.5 | - |
| Energy | 8.65 | - |
| Automobile | 0.24 | - |
| Capital Goods | 7.87 | - |
| Consumer Staples | 1.2 | 2.28 |
| Communication | - | 2.28 |
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