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Aditya Birla Sun Life Savings Fund vs HSBC Ultra Short Duration Fund compare

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

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tortoise-icon HSBC Ultra Short 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 Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
Fund Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹21521 Cr ₹2924 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Apr 2003 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund AI Index
Turn Over 24% 54%
Expense Ratio 0.55 0.47
Manager Dhaval Joshi Jalpan Shah
ISIN Code INF209K01LZ1 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.53% 0.49%
6 Month 4.07% 3.74%
1 Year 7.89% 7.31%
3 Year 7.43% 7.11%
5 Year 6.14% 5.74%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.65% 1.5%
1 Year 7.56% 7%
3 Year 7.64% 7.22%
5 Year 6.94% 6.59%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.61% 5.97%
3 Year 7.73% 5.48%
5 Year 8.09% 5.67%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.33% 0.28%
Sharp 2.00% 1.36%
Beta 3.26% 3.00%
Alpha -0.24% -0.45%

Fund Managers

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
Name Dhaval Joshi Jalpan Shah
Total AUM ₹361932 Cr ₹16521 Cr
Funds Managed 55 6
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

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