HSBC Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹2627 Cr | ₹655 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Mar 2009 | 02 Feb 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
Turn Over | 78% | 54% |
Expense Ratio | 1.56 | 1.1 |
Manager | Dhaval Joshi | Shriram Ramanathan |
ISIN Code | INF209K01603 | INF917K01TH0 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.66% | 0.46% |
6 Month | 7.65% | 5.34% |
1 Year | 13.92% | 9.33% |
3 Year | 9.57% | 7.87% |
5 Year | 12.23% | 6.63% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.67% | 2.44% |
1 Year | 13.4% | 9.79% |
3 Year | 11.04% | 8.56% |
5 Year | 12.35% | 7.23% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 9.31% | 7.18% |
3 Year | 10.07% | 6.19% |
5 Year | 8.79% | 6.4% |
Risk Management
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.13% | 1.25% |
Sharp | 0.85% | 0.90% |
Beta | 3.84% | 1.41% |
Alpha | 3.94% | -0.30% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Shriram Ramanathan |
Total AUM | ₹361932 Cr | ₹32638 Cr |
Funds Managed | 55 | 11 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 95.74 | 100 |
Real Estate | 1.65 | - |
Financial Services | 0.79 | - |
Industrials | 1.31 | - |
Utilities | 0.51 | - |
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