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 Medium Term Plan vs HDFC Medium Term Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Medium Term Debt Fund - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

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

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%

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 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

Top Comparisons

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.41%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.28%

Compare Now

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns18.07%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns17.75%

Compare Now

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.45%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.83%

Compare Now

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns16.87%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns13.43%

Compare Now
Add to Cart Successfully