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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) ₹21367 Cr ₹2496 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% 0.48%
6 Month 3.51% 3.22%
1 Year 7.67% 7.13%
3 Year 7.51% 7.17%
5 Year 6.16% 5.79%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.58% 1.47%
1 Year 7.25% 6.73%
3 Year 7.57% 7.15%
5 Year 6.98% 6.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.62% 6.29%
3 Year 7.72% 5.57%
5 Year 8.07% 5.68%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.28% 0.25%
Sharp 2.53% 1.75%
Beta 1.04% 0.89%
Alpha -0.12% -0.32%

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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