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) | ₹3377 Cr | ₹1539 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 | 0.45% | 0.57% |
| 6 Month | 1.53% | 4.1% |
| 1 Year | 4.68% | 7.41% |
| 3 Year | 10.02% | 9.17% |
| 5 Year | 10.86% | 10.53% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.14% | 2.14% |
| 1 Year | 5.84% | 9.51% |
| 3 Year | 8.65% | 9.67% |
| 5 Year | 9.33% | 9.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 9.88% | 10.24% |
| 3 Year | 10.47% | 8.45% |
| 5 Year | 10.18% | 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 | 3.91% | 3.02% |
| Sharp | 0.86% | 0.81% |
| Beta | 1.25% | 0.92% |
| Alpha | 0.30% | 0.21% |
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 | 80.11 | 80.11 |
| Large Cap | 17.41 | 14.19 |
| Small Cap | 1.07 | 2.64 |
| Mid Cap | 1.41 | 3.05 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 79.39 | 77.39 |
| Energy | 2.24 | 0.67 |
| Technology | 1.84 | 2.69 |
| Industrials | 1.55 | 1.46 |
| Financial Services | 8.32 | 7.24 |
| Real Estate | 0.63 | 1.39 |
| Healthcare | 1.74 | 2.7 |
| Consumer Cyclical | 1.14 | 2.32 |
| Communication Services | 1.02 | 1.15 |
| Consumer Defensive | 0.59 | 0.98 |
| Utilities | 1.34 | 0.25 |
| Basic Materials | 0.19 | 1.76 |
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