HDFC Hybrid Debt Fund vs Aditya Birla Sun Life Regular Savings 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) | ₹3359 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 | 1.11% | 0.85% |
6 Month | 3.37% | 5.71% |
1 Year | 4.37% | 7.15% |
3 Year | 10.87% | 9.59% |
5 Year | 11.29% | 10.74% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
6 Month | 0.93% | 1.86% |
1 Year | 5.98% | 9.27% |
3 Year | 8.92% | 9.62% |
5 Year | 9.48% | 9.11% |
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 | 3.95% | 3.01% |
Sharp | 0.90% | 0.78% |
Beta | 1.26% | 0.92% |
Alpha | 0.62% | 0.24% |
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 | 80.47 | 80.74 |
Large Cap | 17.05 | 14.14 |
Small Cap | 1.08 | 2.17 |
Mid Cap | 1.4 | 2.96 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 79.77 | 78.27 |
Energy | 2.21 | 0.68 |
Technology | 1.81 | 2.5 |
Industrials | 1.52 | 1.4 |
Financial Services | 8.15 | 7.1 |
Real Estate | 0.61 | 1.42 |
Healthcare | 1.74 | 2.63 |
Consumer Cyclical | 1.13 | 1.81 |
Communication Services | 1.01 | 1.11 |
Consumer Defensive | 0.61 | 1.07 |
Utilities | 1.24 | 0.24 |
Basic Materials | 0.18 | 1.76 |
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