Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Income Fund vs HSBC Medium to Long Duration Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Invest Now

tortoise-icon HSBC Medium to Long Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2181 Cr ₹50 Cr
Min Investment ₹1000 ₹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 0.93% 0.97%
6 Month 3.43% 2.96%
1 Year 7.79% 6.91%
3 Year 5.8% 4.75%
5 Year 6.34% 4.59%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
6 Month - -
1 Year 7.5% 6.75%
3 Year 7.23% 6.44%
5 Year 6.3% 5.06%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
1 Year 9.37% 6.07%
3 Year 8.25% 6.83%
5 Year 8.4% 7%

Risk Management

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 2.15% 2.34%
Sharp -0.17% -0.67%
Beta 1.13% 1.24%
Alpha -0.3% -1.52%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 100.02 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

HSBC Medium to Long Duration Fund - Regular Growth

Others 100.02 100

Top Comparisons

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.85%

VS

PGIM India Large Cap Fund - Growth PGIM India Large Cap Fund - Growth

3Y Returns9.14%

Compare Now

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns9.86%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.18%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns17.13%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns20.44%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns15.91%

Compare Now
Add to Cart Successfully