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) | ₹10696 Cr | ₹4455 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 | 0.73% | 0.6% |
| 6 Month | 3.17% | 3.24% |
| 1 Year | 8.13% | 8.14% |
| 3 Year | 7.63% | 7.44% |
| 5 Year | 6.17% | 5.57% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.77% | 0.82% |
| 1 Year | 5.99% | 6.27% |
| 3 Year | 7.35% | 7.32% |
| 5 Year | 6.78% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.28% | 7.83% |
| 3 Year | 7.52% | 7.33% |
| 5 Year | 7.84% | 7.55% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.96% | 1.00% |
| Sharp | 0.74% | 0.57% |
| Beta | 1.27% | 1.34% |
| Alpha | -0.52% | -0.71% |
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 |
Top Comparisons
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.33%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns17.24%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.74%
Quant Quantamental Fund Regular - Growth
3Y Returns20.14%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.74%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.4%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.53%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.05%