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

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tortoise-icon HDFC Low Duration Fund - Growth

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

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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 0.61% 0.57%
6 Month 3.81% 3.62%
1 Year 7.45% 7.15%
3 Year 6.02% 5.88%
5 Year 6.03% 5.8%

SIP Return Analysis

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 7.46% 7.11%
3 Year 6.88% 6.6%
5 Year 6.18% 5.94%

Rolling Lumpsum Returns

Scheme Name HDFC Low Duration Fund - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 7.4% 7.48%
3 Year 7.09% 7.18%
5 Year 7.08% 6.69%

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%

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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
Construction - 1.97
Financial - 73.78
Communication - 4.82
Energy - 0.41

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