HDFC Income Fund vs Aditya Birla Sun Life Income Fund compare
HDFC Income Fund - Growth Option
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Fund | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹954 Cr | ₹2056 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Sep 2000 | 21 Oct 1995 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 21.38% | 78% |
Expense Ratio | 1.39 | 1.16 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01962 | INF209K01579 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
1 Month | -1.28% | -1.17% |
6 Month | 2.87% | 2.74% |
1 Year | 6.16% | 6.09% |
3 Year | 6.82% | 6.73% |
5 Year | 4.85% | 5.66% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
6 Month | 0.34% | 0.38% |
1 Year | 5.45% | 5.22% |
3 Year | 7.33% | 7.1% |
5 Year | 6.14% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
1 Year | 6.66% | 9.35% |
3 Year | 6.69% | 8.14% |
5 Year | 6.64% | 8.38% |
Risk Management
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 2.29% | 2.14% |
Sharp | 0.32% | 0.26% |
Beta | 1.23% | 1.12% |
Alpha | -1.00% | -1.02% |
Fund Managers
Scheme Name | HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Funds Managed | 40 | 55 |
HDFC Income Fund - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
HDFC Income Fund - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Income Fund - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Others | 99.56 | 100 |
Real Estate | 0.44 | - |
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