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) | ₹941 Cr | ₹2021 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 | 0.17% | 0.03% |
| 6 Month | 0.89% | 1.13% |
| 1 Year | 6.04% | 5.77% |
| 3 Year | 6.96% | 6.93% |
| 5 Year | 4.84% | 5.46% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.45% | 0.5% |
| 1 Year | 4.26% | 4.17% |
| 3 Year | 6.81% | 6.61% |
| 5 Year | 6.04% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.45% | 7.51% |
| 3 Year | 6.73% | 7.37% |
| 5 Year | 6.64% | 7.94% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.48% | 2.31% |
| Sharp | 0.14% | 0.17% |
| Beta | 1.23% | 1.14% |
| Alpha | -1.41% | -1.25% |
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 | 99.53 | 100 |
| Real Estate | 0.47 | - |
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