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HDFC Medium Term Debt Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - 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 Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4016 Cr ₹2049 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 06 Feb 2002 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 21.38% 78%
Expense Ratio 1.33 1.56
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01913 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 1.14% 1.16%
6 Month 5.06% 7.57%
1 Year 9.6% 14.56%
3 Year 7.65% 14.72%
5 Year 7.02% 13.63%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 2.7% 4.01%
1 Year 9.49% 15.35%
3 Year 8.17% 11.6%
5 Year 6.97% 12.62%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.43% 9.22%
3 Year 7.72% 9.95%
5 Year 8.15% 8.72%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.474% 9.216%
Sharp -0.303% 0.725%
Beta 1.292% 3.163%
Alpha -0.326% 6.914%

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Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Funds Managed 40 55
HDFC Medium Term Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 98.69 95.74
Financial Services 1.31 1
Real Estate - 1.13
Industrials - 1.52
Utilities - 0.6

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