SUNDARAM MEDIUM DURATION FUND Regular Plan vs HSBC Medium Duration Fund compare
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹42 Cr | ₹806 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 18 Dec 1997 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Medium Duration Debt Index A-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 2.16 | 1.1 |
| Manager | Dwijendra Srivastava | Shriram Ramanathan |
| ISIN Code | INF903J01FQ2 | INF917K01TH0 |
| Exits Load | Exit load of 1%, if redeemed within 12 months./365 | Nil/365 |
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.23% | 0.4% |
| 6 Month | 3.5% | 4.3% |
| 1 Year | 6.71% | 8.47% |
| 3 Year | 3.84% | 5.69% |
| 5 Year | 4.05% | 6.47% |
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.37% | 8.16% |
| 3 Year | 5.27% | 7.07% |
| 5 Year | 4.3% | 6.39% |
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.59% | 7.03% |
| 3 Year | 6.53% | 6.21% |
| 5 Year | 6.66% | 6.41% |
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.84% | 1.55% |
| Sharp | -1.17% | -0.14% |
| Beta | 0.94% | 0.79% |
| Alpha | -2.11% | -0.18% |
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| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Shriram Ramanathan |
| Total AUM | ₹14140 Cr | ₹32638 Cr |
| Fund Manage | 14 | 11 |
| SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 99.99 | 100 |
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 16.43 | 0.89 |
| Sovereign | 79 | 37.52 |
| Consumer Staples | 2.28 | - |
| Communication | 2.28 | 3.22 |
| Construction | - | 7.8 |
| Financial | - | 43.59 |
| Diversified | - | 1.58 |
| Energy | - | 4.72 |
| Capital Goods | - | 0.6 |
| Materials | - | 0.08 |
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