- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare HSBC Medium to Long Duration Fund vs SBI Magnum Income Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.4 | 1.47 |
NAV | ₹42.27 | ₹70.92 |
Fund Started | 14 Nov 2002 | 06 Oct 1998 |
Fund Size | ₹50.69 Cr | ₹1982.97 Cr |
Exit Load | - | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
Risk
Moderate
NA
Rating
2.0
4.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.4
1.47
NAV
₹42.27
₹70.92
Fund Started
14 Nov 2002
06 Oct 1998
Fund Size
₹50.69 Cr
₹1982.97 Cr
Exit Load
-
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Returns
1 Year | 8.30% | 8.66% |
3 Year | 6.82% | 7.90% |
5 Year | 4.46% | 6.20% |
1 Year
8.30%
8.66%
3 Year
6.82%
7.90%
5 Year
4.46%
6.20%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.54% | 6.18% |
Equity
0.00%
0.00%
Cash
2.54%
6.18%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Kapil Punjabi | Dinesh Ahuja |
Start Date | 06 Mar 2023 | 18 Jan 2011 |
Name
Kapil Punjabi
Dinesh Ahuja
Start Date
06 Mar 2023
18 Jan 2011
About Fund
Description | The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years. | The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. |
Launch Date | 14 Nov 2002 | 06 Oct 1998 |
Description
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launch Date
14 Nov 2002
06 Oct 1998