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Aditya Birla Sun Life Medium Term Plan vs HSBC Medium Duration Fund compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderate Risk |
| Asset Size (Cr) | ₹2049 Cr | ₹744 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Mar 2009 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 1.56 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.78% | 0.6% |
| 6 Month | 7.76% | 3.64% |
| 1 Year | 12.54% | 7.72% |
| 3 Year | 13.36% | 6.07% |
| 5 Year | 11.68% | 6% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.7% | 7.64% |
| 3 Year | 11.69% | 7.33% |
| 5 Year | 12.45% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.22% | 7.09% |
| 3 Year | 9.95% | 6.1% |
| 5 Year | 8.72% | 6.39% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.351% | 1.516% |
| Sharp | 0.78% | -0.19% |
| Beta | 3.363% | 1.291% |
| Alpha | 7.32% | -0.273% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shriram Ramanathan |
| Total AUM | ₹361932 Cr | ₹32638 Cr |
| Fund Manage | 55 | 11 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 100 |
| Mid Cap | 0.6 | - |
| Small Cap | 4.23 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 100 |
| Realty | 1.92 | - |
| Construction | 1.11 | - |
| Transport Infrastructure | 1.8 | - |
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