Aditya Birla Sun Life Low Duration Fund vs HDFC Low Duration Fund compare

Link copied to clipboard!

tortoise-icon HDFC Low Duration Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹18328 Cr ₹10806 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Nov 1999 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund BI Index
Turn Over 14.32% 20%
Expense Ratio 1.06 1.22
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01442 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.63% 0.56%
6 Month 3.8% 3.56%
1 Year 7.17% 6.88%
3 Year 5.7% 5.54%
5 Year 6.04% 5.84%

SIP Return Analysis

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 3.26% 3.13%
3 Year 9.65% 9.3%
5 Year 15.62% 15.04%

Rolling Lumpsum Returns

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 5.34% 5.15%
3 Year 12.63% 12.21%
5 Year 16.01% 15.43%

Risk Management

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.68% 0.59%
Sharp 0.02% -0.24%
Beta 1.33% 1.28%
Alpha 2.68% 2.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

HDFC Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 100 97.7

Sector Allocation

Scheme Name

HDFC Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 100 4.35
Sovereign - 12.37
Financial - 73.78
Communication - 4.82
Construction - 1.97
Energy - 0.41

Top Comparisons

Mahindra Manulife Small Cap Fund - Regular Plan - Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns27.3%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.69%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns16.13%

Compare Now

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns27.27%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns25.49%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns30.16%

Compare Now
Request call back
Add to Cart Successfully