Aditya Birla Sun Life Short Term Fund vs HDFC Short Term Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Short Term Debt Fund - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13070 Cr ₹7899 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jun 2010 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund BII Index NIFTY Short Duration Debt Index B-II
Turn Over 9.03% 78%
Expense Ratio 0.69 1.01
Manager Anil Bamboli Dhaval Joshi
ISIN Code INF179K01CU6 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.79% 0.74%
6 Month 4.16% 3.89%
1 Year 7.95% 7.5%
3 Year 5.81% 5.76%
5 Year 6.78% 6.63%

SIP Return Analysis

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 3.52% 3.32%
3 Year 9.9% 9.61%
5 Year 16.5% 16.42%

Rolling Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 5.89% 5.94%
3 Year 13.32% 13.43%
5 Year 16.93% 16.88%

Risk Management

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.02% 0.99%
Sharp 0.05% 0.06%
Beta 1.98% 1.74%
Alpha 4.01% 3.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Anil Bamboli Dhaval Joshi
Total AUM ₹135442 Cr ₹361932 Cr
Fund Manage 12 55
HDFC Short Term Debt Fund - Growth Option Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 98.17 100.01

Sector Allocation

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 3.81 5.7
Sovereign 24.52 32
Construction 4.83 9.09
Energy 3.62 0.87
Financial 52.82 46.51
Metals & Mining 0.76 -
Communication 6.11 5.51
Consumer Staples 0.56 -
Capital Goods 1.14 -
Services - 0.33

Top Comparisons

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.58%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.18%

Compare Now

WhiteOak Capital Liquid Fund- Regular plan-Growth Option WhiteOak Capital Liquid Fund- Regular plan-Growth Option

3Y Returns5.69%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.04%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns29%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.97%

Compare Now
Request call back
Add to Cart Successfully