Aditya Birla Sun Life Savings Fund vs HSBC Ultra Short Duration Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹16798 Cr | ₹2625 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Apr 2003 | 29 Jan 2020 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund AI Index |
Turn Over | 24% | 54% |
Expense Ratio | 0.55 | 0.47 |
Manager | Dhaval Joshi | Jalpan Shah |
ISIN Code | INF209K01LZ1 | INF336L01OW1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 1.02% | 0.91% |
6 Month | 4.1% | 3.84% |
1 Year | 7.96% | 7.57% |
3 Year | 7.04% | 6.79% |
5 Year | 6.3% | 5.68% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.22% | 2.07% |
1 Year | 8.37% | 7.84% |
3 Year | 7.71% | 7.37% |
5 Year | 6.79% | 6.45% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.56% | 4.95% |
3 Year | 7.75% | 5.14% |
5 Year | 8.14% | 5.57% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.456% | 0.456% |
Sharp | 0.762% | -0.027% |
Beta | 2.926% | 2.978% |
Alpha | -0.357% | -0.586% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Jalpan Shah |
Total AUM | ₹361932 Cr | ₹16521 Cr |
Funds Managed | 55 | 6 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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