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) | ₹2165 Cr | ₹49 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 | -0.3% | -0.27% |
| 6 Month | 0.63% | 0.77% |
| 1 Year | 4.84% | 5.17% |
| 3 Year | 6.6% | 6.14% |
| 5 Year | 5.29% | 4.15% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.24% | 0.39% |
| 1 Year | 2.92% | 3.36% |
| 3 Year | 6.04% | 5.87% |
| 5 Year | 5.91% | 5.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.49% | 6.22% |
| 3 Year | 7.36% | 6.77% |
| 5 Year | 7.93% | 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 | 2.29% | 2.23% |
| Sharp | 0.04% | -0.17% |
| Beta | 1.16% | 1.16% |
| Alpha | -1.29% | -1.73% |
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 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.57%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.74%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.06%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.61%
Kotak Savings Fund -Growth
3Y Returns6.96%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.9%