Aditya Birla Sun Life Income Fund vs HDFC Income Fund compare
HDFC Income Fund - Growth Option
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Fund | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹950 Cr | ₹2293 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2000 | 21 Oct 1995 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 21.38% | 78% |
Expense Ratio | 1.39 | 1.16 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01962 | INF209K01579 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
1 Month | -0.72% | -0.67% |
6 Month | 4.78% | 4.31% |
1 Year | 8.77% | 8.38% |
3 Year | 7.66% | 7.48% |
5 Year | 5.2% | 5.93% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.66% | 1.47% |
1 Year | 8.05% | 7.43% |
3 Year | 8.16% | 7.81% |
5 Year | 6.52% | 6.69% |
Rolling Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
1 Year | 6.58% | 9.37% |
3 Year | 6.66% | 8.19% |
5 Year | 6.67% | 8.39% |
Risk Management
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 2.15% | 1.95% |
Sharp | 0.58% | 0.62% |
Beta | 1.20% | 1.07% |
Alpha | -1.02% | -0.82% |
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Fund Managers
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Funds Managed | 40 | 55 |
HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
HDFC Income Fund - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Income Fund - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Others | 99.56 | 100 |
Real Estate | 0.44 | - |
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