Aditya Birla Sun Life Dynamic Bond Fund vs HSBC Dynamic Bond Fund compare
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
HSBC Dynamic Bond Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1915 Cr | ₹170 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Sep 2004 | 27 Sep 2010 |
| Category | Dynamic Bond | Dynamic Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Composite Debt Index B-III | BSE India Bond Index |
| Turn Over | 24% | 54% |
| Expense Ratio | 1.23 | 0.77 |
| Manager | Dhaval Joshi | Jalpan Shah |
| ISIN Code | INF209K01793 | INF677K01916 |
| Exits Load | Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Dynamic Bond Fund - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.14% | -0.01% |
| 6 Month | 1.72% | 1.05% |
| 1 Year | 6.9% | 5.6% |
| 3 Year | 7.46% | 6.86% |
| 5 Year | 6.67% | 4.91% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.77% | 0.35% |
| 1 Year | 4.67% | 2.93% |
| 3 Year | 7.24% | 6.39% |
| 5 Year | 7.18% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.42% | 7.13% |
| 3 Year | 7.9% | 7.18% |
| 5 Year | 8.41% | 6.47% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.20% | 2.42% |
| Sharp | 0.39% | 0.11% |
| Beta | 1.01% | 1.10% |
| Alpha | -0.10% | -0.79% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Jalpan Shah |
| Total AUM | ₹361932 Cr | ₹16521 Cr |
| Funds Managed | 55 | 6 |
| Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | HSBC Dynamic Bond Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan |
HSBC Dynamic Bond Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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