HSBC Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2115 Cr | ₹48 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Oct 1995 | 10 Dec 2002 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund AIII Index | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | 78% | 27% |
| Expense Ratio | 1.16 | 1.9 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01579 | INF336L01776 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.47% | -0.06% |
| 6 Month | -0.03% | 0.26% |
| 1 Year | 5.74% | 6.22% |
| 3 Year | 6.77% | 6.3% |
| 5 Year | 5.36% | 4.24% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.42% | 0.69% |
| 1 Year | 3.69% | 4.46% |
| 3 Year | 6.38% | 6.28% |
| 5 Year | 6.07% | 5.52% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.51% | 6.22% |
| 3 Year | 7.37% | 6.77% |
| 5 Year | 7.94% | 6.96% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.31% | 2.26% |
| Sharp | 0.17% | -0.03% |
| Beta | 1.14% | 1.14% |
| Alpha | -1.25% | -1.69% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shriram Ramanathan |
| Total AUM | ₹361932 Cr | ₹32638 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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