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
| 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) | ₹1861 Cr | ₹806 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 | 1.58 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | 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 | Nil/365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.7% | 0.71% |
| 6 Month | 6.69% | 4.1% |
| 1 Year | 10.91% | 8.59% |
| 3 Year | 13.64% | 5.73% |
| 5 Year | 11.23% | 6.32% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.87% | 7.01% |
| 3 Year | 11.04% | 6.76% |
| 5 Year | 11.79% | 6.18% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.16% | 7.03% |
| 3 Year | 9.83% | 6.21% |
| 5 Year | 8.69% | 6.41% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.4% | 1.55% |
| Sharp | 0.71% | -0.14% |
| Beta | 1.35% | 0.79% |
| Alpha | 6.74% | -0.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 55 | 11 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 100 |
| Mid Cap | 0.6 | - |
| Small Cap | 4.23 | - |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 0.89 |
| Realty | 1.92 | - |
| Construction | 1.11 | 7.8 |
| Transport Infrastructure | 1.8 | - |
| Sovereign | - | 37.52 |
| Financial | - | 43.59 |
| Diversified | - | 1.58 |
| Energy | - | 4.72 |
| Communication | - | 3.22 |
| Capital Goods | - | 0.6 |
| Materials | - | 0.08 |
Top Comparisons
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns27.43%
LIC MF Infrastructure Fund-Growth
3Y Returns32.54%
HSBC Infrastructure Fund - Regular Growth
3Y Returns28.31%
Quant Infrastructure Fund - Growth Option
3Y Returns23.55%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns5.85%
Nippon India Value Fund- Growth Plan
3Y Returns22.91%
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns21.93%