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

Link copied to clipboard!

tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

Invest Now

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

Invest Now

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) ₹3231 Cr ₹1393 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 01 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 1.92
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01AE4 INF209K01751
Exits Load Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365 1% for redemption within 90 days./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 0.87% 1%
6 Month 7.28% 7.51%
1 Year 16.56% 12.53%
3 Year 11.09% 8.72%
5 Year 11.51% 9.81%

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 7.05% -
3 Year 19.32% -
5 Year 34.25% -

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 10.92% 12.05%
3 Year 27.15% 27.33%
5 Year 35.62% 30.81%

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%

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 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 75.75 77.6
Large Cap 20.12 14.95
Small Cap 2.14 3.77
Mid Cap 1.99 3.61

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

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

Others 75.11 7.08
Petroleum Products 1.66 -
IT - Software 2.23 -
Industrial Manufacturing 0.41 -
Transport Services 0.62 -
Construction 0.86 4.4
Finance 0.67 -
Banks 7.68 -
Realty 0.55 -
Pharmaceuticals & Biotechnology 2.17 -
Aerospace & Defense 0.92 -
Automobiles 1.02 -
Insurance 0.35 0.37
Diversified FMCG 0.72 -
Oil 0.38 -
Industrial Products 0.66 -
Gas 0.36 -
Telecom - Services 1.12 -
Consumable Fuels 0.44 -
Auto Components 0.45 -
Power 1.62 -
Sovereign - 37.28
Financial - 35.17
Technology - 1.52
Metals & Mining - 1.53
Healthcare - 1.81
Automobile - 1.75
Consumer Staples - 1.16
Services - 0.73
Capital Goods - 2.54
Energy - 0.29
Consumer Discretionary - 0.85
Communication - 2.49
Chemicals - 0.25
Materials - 0.71

Top Comparisons

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns4.95%

VS

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.39%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns21.67%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns13.14%

Compare Now

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

3Y Returns5.81%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns5.64%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns5.78%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.49%

Compare Now
Request call back
Add to Cart Successfully