Aditya Birla Sun Life Medium Term Plan vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹4016 Cr | ₹1968 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.33 | 1.58 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01913 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365 |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.14% | 0.24% |
| 6 Month | 3.72% | 5.68% |
| 1 Year | 7.74% | 10.33% |
| 3 Year | 5.89% | 13.78% |
| 5 Year | 6.47% | 11.25% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.56% | 11.22% |
| 3 Year | 7.09% | 11.02% |
| 5 Year | 6.4% | 11.87% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.4% | 9.16% |
| 3 Year | 7.74% | 9.83% |
| 5 Year | 8.16% | 8.69% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.48% | 9.4% |
| Sharp | -0.11% | 0.71% |
| Beta | 0.76% | 1.35% |
| Alpha | -0.12% | 6.74% |
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| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Fund Manage | 40 | 55 |
| HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 98.35 | 95.21 |
| Mid Cap | 0.99 | 0.6 |
| Small Cap | 0.66 | 4.23 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 98.35 | 95.21 |
| Realty | 0.99 | 1.92 |
| Construction | 0.66 | 1.11 |
| Transport Infrastructure | - | 1.8 |
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