Aditya Birla Sun Life Medium Term Plan vs HSBC Medium Duration Fund compare
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) | ₹2049 Cr | ₹744 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 | 1.19% | 1.16% |
6 Month | 7.83% | 5.76% |
1 Year | 14.89% | 10.08% |
3 Year | 14.8% | 7.93% |
5 Year | 13.68% | 7.24% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 4.12% | 3.4% |
1 Year | 15.65% | 11.15% |
3 Year | 11.56% | 8.82% |
5 Year | 12.68% | 7.33% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 9.22% | 7.09% |
3 Year | 9.95% | 6.1% |
5 Year | 8.72% | 6.39% |
Risk Management
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.216% | 1.516% |
Sharp | 0.725% | -0.245% |
Beta | 3.163% | 1.306% |
Alpha | 6.914% | -0.255% |
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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 | 95.74 | 100 |
Real Estate | 1.13 | - |
Financial Services | 1 | - |
Industrials | 1.52 | - |
Utilities | 0.6 | - |
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