Aditya Birla Sun Life Short Term Fund vs HDFC Short Term Debt Fund compare

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹14203 Cr ₹6778 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jun 2010 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund BII Index NIFTY Short Duration Debt Index B-II
Turn Over 9.03% 78%
Expense Ratio 0.74 1.04
Manager Anil Bamboli Dhaval Joshi
ISIN Code INF179K01CU6 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.7% 0.68%
6 Month 4.06% 3.79%
1 Year 7.53% 7.09%
3 Year 5.72% 5.73%
5 Year 6.82% 6.64%

SIP Return Analysis

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 3.52% 3.32%
3 Year 9.9% 9.61%
5 Year 16.5% 16.42%

Rolling Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 5.89% 5.94%
3 Year 13.32% 13.43%
5 Year 16.93% 16.88%

Risk Management

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.02% 0.99%
Sharp 0.05% 0.06%
Beta 1.98% 1.74%
Alpha 4.01% 3.54%

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Fund Managers

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Anil Bamboli Dhaval Joshi
Total AUM ₹135442 Cr ₹361932 Cr
Fund Manage 12 55
HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 98.17 100.01

Sector Allocation

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Sovereign 24.52 32
Others 3.81 5.7
Financial 52.82 46.51
Energy 3.62 0.87
Communication 6.11 5.51
Capital Goods 1.14 -
Metals & Mining 0.76 -
Construction 4.83 9.09
Consumer Staples 0.56 -
Services - 0.33

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