- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹44 Cr | ₹744 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 | 2.19 | 1.1 |
| Manager | Dwijendra Srivastava | Shriram Ramanathan |
| ISIN Code | INF903J01FQ2 | INF917K01TH0 |
| Exits Load | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.79% | 1.87% |
| 6 Month | 4.35% | 5.22% |
| 1 Year | 8.35% | 10.03% |
| 3 Year | 5.45% | 7.18% |
| 5 Year | 4.55% | 6.65% |
SIP Return Analysis
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.82% | 3.25% |
| 1 Year | 8.77% | 10.54% |
| 3 Year | 6.73% | 8.53% |
| 5 Year | 5.14% | 7.14% |
Rolling Lumpsum Returns
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.57% | 7.09% |
| 3 Year | 6.49% | 6.1% |
| 5 Year | 6.63% | 6.39% |
Risk Management
| Scheme Name | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.81% | 1.516% |
| Sharp | -1.215% | -0.245% |
| Beta | 1.575% | 1.306% |
| Alpha | -1.945% | -0.255% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 14 | 11 |
| SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HSBC Flexi Cap Fund - Regular Growth
3Y Returns15.72%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.97%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.76%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.5%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.74%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.55%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns15.26%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns14.78%
