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

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HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

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

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)	₹2775 Cr	₹782 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	0.13%	0.03%
6 Month	3.19%	2.32%
1 Year	10.87%	7.7%
3 Year	9.39%	7.6%
5 Year	11.88%	6.04%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	HSBC Medium Duration Fund - Regular Growth
6 Month	1.89%	1.45%
1 Year	9.31%	6.95%
3 Year	10.5%	7.91%
5 Year	11.69%	7.08%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	HSBC Medium Duration Fund - Regular Growth
1 Year	9.45%	7.35%
3 Year	9.97%	6.36%
5 Year	8.88%	6.42%

Risk Management

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	HSBC Medium Duration Fund - Regular Growth
Standard Deviation	9.4%	1.27%
Sharp	0.71%	0.77%
Beta	1.35%	1.06%
Alpha	6.74%	-0.23%

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	95.81	100
Real Estate	1.75	-
Financial Services	0.79	-
Industrials	1.12	-
Utilities	0.53	-

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