Aditya Birla Sun Life Regular Savings Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Fund | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹3383 Cr | ₹1391 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 26 Dec 2003 | 22 May 2004 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 11.39% | 149% |
Expense Ratio | 1.77 | 1.91 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01AE4 | INF209K01751 |
Exits Load | HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
1 Month | 0.02% | 0.78% |
6 Month | 4.52% | 5.45% |
1 Year | 5.91% | 8.83% |
3 Year | 11.59% | 10.02% |
5 Year | 11.7% | 11.4% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
6 Month | 2.61% | 3.67% |
1 Year | 7.07% | 9.97% |
3 Year | 10.36% | 10.17% |
5 Year | 10.41% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
1 Year | 10.07% | 10.24% |
3 Year | 10.45% | 8.45% |
5 Year | 10.14% | 8.94% |
Risk Management
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Standard Deviation | 4.00% | 3.36% |
Sharp | 1.25% | 1.04% |
Beta | 1.20% | 0.96% |
Alpha | 0.90% | 0.29% |
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Fund Managers
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Funds Managed | 40 | 55 |
HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 79.24 | 79.03 |
Large Cap | 18.07 | 15.91 |
Small Cap | 1.17 | 2.59 |
Mid Cap | 1.53 | 2.46 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 78.56 | 76.14 |
Energy | 2.1 | 0.78 |
Technology | 1.98 | 2.46 |
Industrials | 1.81 | 2.11 |
Financial Services | 8.55 | 8.54 |
Real Estate | 0.58 | 1.37 |
Healthcare | 1.91 | 2.21 |
Consumer Cyclical | 1.42 | 1.77 |
Communication Services | 0.99 | 1.2 |
Consumer Defensive | 0.73 | 1.12 |
Utilities | 1.2 | 0.33 |
Basic Materials | 0.16 | 1.97 |
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