SUNDARAM MEDIUM DURATION FUND Regular Plan vs HSBC Medium Duration Fund compare
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Invest NowHSBC Medium Duration Fund - Regular Growth
Invest NowChart 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 | 0.63% | 0.76% |
6 Month | 3.13% | 4% |
1 Year | 6.07% | 7.73% |
3 Year | 3.6% | 5.47% |
5 Year | 4.01% | 6.39% |
Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 2.61% | 3.49% |
3 Year | 6.63% | 9.53% |
5 Year | 9.86% | 15.97% |
Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 3.45% | 5.64% |
3 Year | 7.79% | 12.89% |
5 Year | 10.22% | 16.44% |
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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Get Free Experts GuidanceScheme 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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