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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2526 Cr | ₹648 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Mar 2009 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 1.56 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.41% | 0.26% |
| 6 Month | 7.63% | 5.42% |
| 1 Year | 14.01% | 9.53% |
| 3 Year | 14.9% | 7.94% |
| 5 Year | 12.38% | 6.83% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.13% | 2.49% |
| 1 Year | 14.15% | 9.9% |
| 3 Year | 11.11% | 8.61% |
| 5 Year | 12.5% | 7.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.31% | 7.18% |
| 3 Year | 10.07% | 6.19% |
| 5 Year | 8.79% | 6.4% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.13% | 1.25% |
| Sharp | 0.85% | 0.90% |
| Beta | 3.84% | 1.41% |
| Alpha | 3.94% | -0.30% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shriram Ramanathan |
| Total AUM | ₹361932 Cr | ₹32638 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.78 | 100 |
| Real Estate | 1.47 | - |
| Financial Services | 0.82 | - |
| Industrials | 1.38 | - |
| Utilities | 0.55 | - |
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