HSBC Short Duration Fund vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹8141 Cr | ₹3786 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 May 2003 | 27 Dec 2011 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 78% | 54% |
Expense Ratio | 0.95 | 0.75 |
Manager | Dhaval Joshi | Jalpan Shah |
ISIN Code | INF209K01942 | INF917K01CL8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.95% | 1.06% |
6 Month | 5.13% | 5.22% |
1 Year | 9.48% | 9.5% |
3 Year | 7.59% | 7.25% |
5 Year | 7.15% | 5.83% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 3.01% | 3.18% |
1 Year | 10.27% | 10.48% |
3 Year | 8.37% | 8.22% |
5 Year | 7.18% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.11% | 7.76% |
3 Year | 7.54% | 7.37% |
5 Year | 8.01% | 7.63% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.946% | 1.171% |
Sharp | 0.02% | -0.662% |
Beta | 0.744% | 0.975% |
Alpha | 0.064% | -0.615% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Jalpan Shah |
Total AUM | ₹361932 Cr | ₹16521 Cr |
Funds Managed | 55 | 6 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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