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 |
Asset Size (Cr) | ₹3863 Cr | ₹2526 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 | -0.09% | 0.33% |
6 Month | 4.8% | 7.59% |
1 Year | 8.99% | 13.91% |
3 Year | 7.69% | 14.89% |
5 Year | 6.64% | 13.25% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | 2.15% | 3.1% |
1 Year | 8.75% | 14.02% |
3 Year | 8.1% | 11.04% |
5 Year | 6.98% | 12.44% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 7.46% | 9.31% |
3 Year | 7.7% | 10.07% |
5 Year | 8.13% | 8.79% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.26% | 9.14% |
Sharp | 0.81% | 0.85% |
Beta | 1.46% | 3.84% |
Alpha | -0.44% | 3.98% |
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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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 98.69 | 95.74 |
Financial Services | 1.31 | 1 |
Real Estate | - | 1.13 |
Industrials | - | 1.52 |
Utilities | - | 0.6 |
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