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
| 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 | Moderate |
| Asset Size (Cr) | ₹1861 Cr | ₹806 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 | 1.58 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 | Nil/365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.8% | 0.76% |
| 6 Month | 4.46% | 4% |
| 1 Year | 8.01% | 7.73% |
| 3 Year | 12.77% | 5.47% |
| 5 Year | 8.81% | 6.39% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 3.49% |
| 3 Year | 17.2% | 9.53% |
| 5 Year | 31.16% | 15.97% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.78% | 5.64% |
| 3 Year | 27.67% | 12.89% |
| 5 Year | 32.18% | 16.44% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.4% | 1.55% |
| Sharp | 0.71% | -0.14% |
| Beta | 1.35% | 0.79% |
| Alpha | 6.74% | -0.18% |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100.01 | 100 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 3.36 | 0.89 |
| Sovereign | 47.56 | 37.52 |
| Metals & Mining | 2.69 | - |
| Financial | 29.59 | 43.59 |
| Construction | 10.11 | 7.8 |
| Consumer Staples | 0.54 | - |
| Services | 1.34 | - |
| Communication | 2.38 | 3.22 |
| Chemicals | 1.07 | - |
| Energy | 1.37 | 4.72 |
| Diversified | - | 1.58 |
| Capital Goods | - | 0.6 |
| Materials | - | 0.08 |
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