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) | ₹2212 Cr | ₹49 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 | 1.7% | 1.75% |
6 Month | 5.14% | 5.17% |
1 Year | 10.86% | 10.23% |
3 Year | 7.21% | 6.54% |
5 Year | 6.86% | 4.97% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 3.64% | 3.71% |
1 Year | 11.11% | 10.87% |
3 Year | 8.74% | 8.12% |
5 Year | 7.1% | 6.09% |
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 | 2.143% | 2.279% |
Sharp | -0.318% | -0.714% |
Beta | 0.985% | 1.036% |
Alpha | -0.611% | -1.506% |
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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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