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
| 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 | Moderate | Moderately High |
| Asset Size (Cr) | ₹4137 Cr | ₹1861 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 | 1.28 | 1.58 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01913 | INF209K01603 |
| Exits Load | Nil/365 | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.84% | 0.8% |
| 6 Month | 4.07% | 4.46% |
| 1 Year | 7.66% | 8.01% |
| 3 Year | 5.54% | 12.77% |
| 5 Year | 6.54% | 8.81% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.33% | 3.21% |
| 3 Year | 9.32% | 17.2% |
| 5 Year | 15.98% | 31.16% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.72% | 9.78% |
| 3 Year | 12.98% | 27.67% |
| 5 Year | 16.41% | 32.18% |
| 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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| 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 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100.01 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 6.4 | 3.36 |
| Sovereign | 30.23 | 47.56 |
| Financial | 33.75 | 29.59 |
| Construction | 6.37 | 10.11 |
| Materials | 1.79 | - |
| Metals & Mining | 3.5 | 2.69 |
| Energy | 8.65 | 1.37 |
| Automobile | 0.24 | - |
| Capital Goods | 7.87 | - |
| Consumer Staples | 1.2 | 0.54 |
| Services | - | 1.34 |
| Communication | - | 2.38 |
| Chemicals | - | 1.07 |
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