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Aditya Birla Sun Life Income Fund vs HSBC Medium to Long Duration Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2011 Cr | ₹48 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Oct 1995 | 10 Dec 2002 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund AIII Index | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 78% | 27% |
| Expense Ratio | 1.16 | 1.9 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01579 | INF336L01776 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.07% | 0.11% |
| 6 Month | 2.7% | 3.13% |
| 1 Year | 5.54% | 5.45% |
| 3 Year | 6.89% | 6.33% |
| 5 Year | 5.69% | 4.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.09% | 0.18% |
| 1 Year | 4.19% | 4.91% |
| 3 Year | 6.68% | 6.47% |
| 5 Year | 6.13% | 5.46% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.35% | 6.21% |
| 3 Year | 8.14% | 6.8% |
| 5 Year | 8.38% | 6.99% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.36% | 2.37% |
| Sharp | -0.05% | -0.30% |
| Beta | 1.18% | 1.20% |
| Alpha | -0.97% | -1.54% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shriram Ramanathan |
| Total AUM | ₹361932 Cr | ₹32638 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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