HDFC Medium Term Debt Fund vs Aditya Birla Sun Life Medium Term Plan compare
HDFC Medium Term Debt Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Fund | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹4137 Cr | ₹1861 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Feb 2002 | 25 Mar 2009 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
Turn Over | 21.38% | 78% |
Expense Ratio | 1.28 | 1.58 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01913 | INF209K01603 |
Exits Load | Nil/365 | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Month | 0.84% | 0.8% |
6 Month | 4.07% | 4.46% |
1 Year | 7.66% | 8.01% |
3 Year | 5.54% | 12.77% |
5 Year | 6.54% | 8.81% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 3.33% | 3.21% |
3 Year | 9.32% | 17.2% |
5 Year | 15.98% | 31.16% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 5.72% | 9.78% |
3 Year | 12.98% | 27.67% |
5 Year | 16.41% | 32.18% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.48% | 9.4% |
Sharp | -0.11% | 0.71% |
Beta | 0.76% | 1.35% |
Alpha | -0.12% | 6.74% |
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Get Free Experts GuidanceScheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Fund Manage | 40 | 55 |
HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 100 | 100.01 |
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Sovereign | 30.23 | 47.56 |
Metals & Mining | 3.5 | 2.69 |
Capital Goods | 7.87 | - |
Others | 6.4 | 3.36 |
Financial | 33.75 | 29.59 |
Energy | 8.65 | 1.37 |
Construction | 6.37 | 10.11 |
Consumer Staples | 1.2 | 0.54 |
Materials | 1.79 | - |
Automobile | 0.24 | - |
Services | - | 1.34 |
Communication | - | 2.38 |
Chemicals | - | 1.07 |
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