HDFC Hybrid Debt Fund vs Aditya Birla Sun Life Regular Savings Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
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) | ₹3293 Cr | ₹1389 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 | 1.77 | 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 | 2.98% | 2.48% |
6 Month | 0.28% | 1.06% |
1 Year | 7.99% | 9.5% |
3 Year | 10.2% | 7.83% |
5 Year | 12.55% | 12.4% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
6 Month | 1.27% | 1.34% |
1 Year | 4.71% | 6.29% |
3 Year | 10.59% | 9.17% |
5 Year | 10.75% | 9.5% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
1 Year | 10.2% | 10.24% |
3 Year | 10.46% | 8.45% |
5 Year | 10.1% | 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 | 4.05% | 3.662% |
Sharp | 0.73% | 0.222% |
Beta | 1.125% | 0.986% |
Alpha | 1.862% | -0.122% |
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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 |
Funds Managed | 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 | 80.2 | 79.39 |
Large Cap | 16.94 | 17 |
Small Cap | 1.48 | 1.99 |
Mid Cap | 1.38 | 1.62 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 80.07 | 77.14 |
Energy | 1.83 | 1.48 |
Technology | 2.28 | 2.86 |
Industrials | 1.7 | 1.69 |
Financial Services | 7.8 | 7.91 |
Healthcare | 2.11 | 1.45 |
Consumer Cyclical | 1.43 | 1.83 |
Consumer Defensive | 0.69 | 0.89 |
Communication Services | 0.84 | 1.11 |
Utilities | 1.1 | 0.75 |
Basic Materials | 0.15 | 1.58 |
Real Estate | - | 1.31 |
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