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) | ₹3373 Cr | ₹1549 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 | 0.04% | 0.19% |
| 6 Month | 0.86% | 1.88% |
| 1 Year | 5.4% | 7.48% |
| 3 Year | 9.66% | 9.03% |
| 5 Year | 9.43% | 8.63% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 0.88% | 1.07% |
| 1 Year | 4.3% | 6.81% |
| 3 Year | 7.56% | 8.6% |
| 5 Year | 8.66% | 8.45% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 9.68% | 10.93% |
| 3 Year | 10.43% | 9.5% |
| 5 Year | 10.19% | 9.87% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.8% | 3.44% |
| Sharp | 1.01% | 1.01% |
| Beta | 0.53% | 0.64% |
| Alpha | 1.1% | 0.68% |
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 | 79.52 | 80.14 |
| Large Cap | 18.01 | 14.63 |
| Small Cap | 1.03 | 2.4 |
| Mid Cap | 1.45 | 2.83 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 78.76 | 77.76 |
| Energy | 2.4 | 0.76 |
| Technology | 1.99 | 2.58 |
| Industrials | 1.62 | 1.51 |
| Financial Services | 8.6 | 7.5 |
| Real Estate | 0.65 | 0.89 |
| Healthcare | 1.82 | 2.58 |
| Consumer Cyclical | 1.14 | 2.25 |
| Communication Services | 0.98 | 1.21 |
| Consumer Defensive | 0.6 | 0.97 |
| Utilities | 1.24 | 0.18 |
| Basic Materials | 0.17 | 1.82 |
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