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Aditya Birla Sun Life Regular Savings Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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Chart Comparison

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

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) ₹3342 Cr ₹1531 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% 0.9%
6 Month 4.53% 6.78%
1 Year 3.37% 6.92%
3 Year 9.9% 8.81%
5 Year 11.15% 10.96%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month 0.33% 1.98%
1 Year 4.47% 8.62%
3 Year 8.78% 9.56%
5 Year 9.39% 9.1%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 9.97% 10.24%
3 Year 10.49% 8.45%
5 Year 10.16% 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 4.06% 3.08%
Sharp 0.73% 0.63%
Beta 1.24% 0.90%
Alpha 0.81% 0.41%

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 80.35 81.15
Large Cap 17.26 13.91
Small Cap 1.05 2.07
Mid Cap 1.34 2.88

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Others 79.68 78.75
Energy 2.12 0.67
Technology 1.76 2.04
Industrials 1.52 1.68
Financial Services 8.17 7.06
Real Estate 0.57 1.43
Healthcare 1.74 2.66
Consumer Cyclical 1.35 1.65
Communication Services 0.98 1.1
Consumer Defensive 0.73 1.03
Utilities 1.21 0.25
Basic Materials 0.17 1.68

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