Aditya Birla Sun Life Medium Term Plan vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Fund | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High Risk |
Asset Size (Cr) | ₹4016 Cr | ₹2049 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Feb 2002 | 25 Mar 2009 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
Turn Over | 21.38% | 78% |
Expense Ratio | 1.33 | 1.56 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01913 | INF209K01603 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Month | 0.8% | 3.02% |
6 Month | 3.52% | 7.74% |
1 Year | 7.77% | 12.78% |
3 Year | 5.99% | 13.48% |
5 Year | 6.19% | 11.59% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 7.38% | 14.65% |
3 Year | 7.14% | 11.67% |
5 Year | 6.41% | 12.48% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 7.43% | 9.22% |
3 Year | 7.72% | 9.95% |
5 Year | 8.15% | 8.72% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.48% | 9.4% |
Sharp | -0.11% | 0.71% |
Beta | 0.76% | 1.35% |
Alpha | -0.12% | 6.74% |
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Fund Managers
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Fund Manage | 40 | 55 |
HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 98.35 | 95.21 |
Mid Cap | 0.99 | 0.6 |
Small Cap | 0.66 | 4.23 |
Sector Allocation
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 98.35 | 95.21 |
Realty | 0.99 | 1.92 |
Construction | 0.66 | 1.11 |
Transport Infrastructure | - | 1.8 |
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