Aditya Birla Sun Life Income Fund vs HSBC Medium to Long Duration 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) | ₹2212 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 | 0.24% | 0.27% |
6 Month | 3.04% | 2.68% |
1 Year | 7.2% | 6.56% |
3 Year | 6.01% | 5.13% |
5 Year | 6.15% | 4.4% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.15% | 1.13% |
1 Year | 6.82% | 6.27% |
3 Year | 7.17% | 6.45% |
5 Year | 6.21% | 5.06% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
1 Year | 9.37% | 6.07% |
3 Year | 8.25% | 6.83% |
5 Year | 8.4% | 7% |
Risk Management
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.12% | 2.273% |
Sharp | -0.192% | -0.663% |
Beta | 0.971% | 1.015% |
Alpha | -0.613% | -1.663% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 99.99998 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|
Others | 99.99998 | 100 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.54%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns6.31%
DSP Savings Fund - Regular Plan - Growth
3Y Returns6.38%
HSBC Money Market Fund - Regular Growth
3Y Returns6.38%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns7.84%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.28%
Kotak Bond Short Term Plan-(Growth)
3Y Returns6.03%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns5.99%