Aditya Birla Sun Life Income Fund vs HDFC Income Fund compare

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tortoise-icon HDFC Income Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Fund HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹812 Cr ₹1910 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Sep 2000 05 Oct 1995
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund AIII Index
Turn Over 21.38% 78%
Expense Ratio 1.39 1.09
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01962 INF209K01579
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Month 0.94% 0.91%
6 Month 4.48% 4.19%
1 Year 8.56% 7.83%
3 Year 4.83% 5.47%
5 Year 5.34% 6.48%

SIP Return Analysis

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
6 Month - -
1 Year 3.89% 3.51%
3 Year 8.98% 9.19%
5 Year 13.2% 15.51%

Rolling Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Year 4.54% 5.73%
3 Year 10.34% 12.64%
5 Year 13.76% 16.15%

Risk Management

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Standard Deviation 2.34% 2.15%
Sharp -0.49% -0.17%
Beta 1.31% 1.13%
Alpha -1.07% -0.3%

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Fund Managers

Scheme Name HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Income Fund - Growth Option Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Income Fund - Growth Option

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 100 99.97

Sector Allocation

Scheme Name

HDFC Income Fund - Growth Option

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 0.25 16
Realty 0.45 -
Sovereign - 57.4
Financial - 26.57

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