Aditya Birla Sun Life Regular Savings Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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Chart Comparison

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

Overview

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Fund HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3320 Cr ₹1425 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹500
Launch Date 26 Dec 2003 22 May 2004
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 11.39% 149%
Expense Ratio 1.76 1.91
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01AE4 INF209K01751
Exits Load HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month -0.26% -0.95%
6 Month 1.1% 2.44%
1 Year 8.97% 9.37%
3 Year 9.68% 8%
5 Year 10.43% 9.52%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month - -
1 Year 5.29% 7.37%
3 Year 10.62% 8.95%
5 Year 10.89% 9.63%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 10.17% 10.24%
3 Year 10.51% 8.45%
5 Year 10.07% 8.94%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 3.8% 3.44%
Sharp 1.04% 0.6%
Beta 0.7% 0.62%
Alpha 3.01% 1.21%

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Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Others 77.29 77.24
Large Cap 18.49 12.32
Small Cap 2.04 6.71
Mid Cap 2.18 3.63

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Others 77.29 77.24
Petroleum Products 1.26 0.32
IT - Software 2.33 2.09
Industrial Manufacturing 0.43 -
Transport Services 0.49 -
Construction 0.85 0.85
Finance 0.54 0.27
Banks 7.21 4.47
Realty 0.6 1.59
Pharmaceuticals & Biotechnology 2.44 1.1
Aerospace & Defense 0.32 -
Automobiles 0.66 1.04
Insurance 0.37 0.94
Diversified FMCG 0.81 -
Oil 0.32 0.28
Industrial Products 0.55 0.58
Gas 0.35 -
Telecom - Services 0.97 0.92
Consumable Fuels 0.34 -
Auto Components 0.38 0.72
Power 1.39 0.4
Paper, Forest & Jute Products 0.1 -
Non - Ferrous Metals - 0.6
Healthcare Services - 1.13
Personal Products - 0.38
Electrical Equipment - 0.94
Transport Infrastructure - 0.38
Consumer Durables - 1.89
Leisure Services - 0.19
Chemicals & Petrochemicals - 0.28
Cement & Cement Products - 0.78
Food Products - 0.27
Retailing - 0.25

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