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 Risk | Low to Moderate Risk |
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 | 0.61% | 0.6% |
6 Month | 3.79% | 3.53% |
1 Year | 7.76% | 7.38% |
3 Year | 6.7% | 6.46% |
5 Year | 6.11% | 5.57% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.53% | 7.12% |
3 Year | 7.3% | 7% |
5 Year | 6.52% | - |
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 | 0.472% | 0.456% |
Sharp | 0.781% | -0.027% |
Beta | 3.007% | 2.978% |
Alpha | -0.353% | -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 |
Fund Manage | 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 | 100.05 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100.05 | 3.62 |
Sovereign | - | 1.92 |
Financial | - | 90.81 |
Services | - | 1.83 |
Energy | - | 1.82 |
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