- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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 | Moderately High | Moderately High Risk |
| Asset Size (Cr) | ₹4016 Cr | ₹2049 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 | 1.33 | 1.56 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01913 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.57% | 2.78% |
| 6 Month | 3.45% | 7.76% |
| 1 Year | 7.63% | 12.54% |
| 3 Year | 5.99% | 13.36% |
| 5 Year | 6.19% | 11.68% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.38% | 14.65% |
| 3 Year | 7.14% | 11.67% |
| 5 Year | 6.41% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.43% | 9.22% |
| 3 Year | 7.72% | 9.95% |
| 5 Year | 8.15% | 8.72% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.472% | 9.351% |
| Sharp | -0.229% | 0.78% |
| Beta | 1.279% | 3.363% |
| Alpha | -0.319% | 7.32% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme 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 |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 98.35 | 95.21 |
| Mid Cap | 0.99 | 0.6 |
| Small Cap | 0.66 | 4.23 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 98.35 | 95.21 |
| Realty | 0.99 | 1.92 |
| Construction | 0.66 | 1.11 |
| Transport Infrastructure | - | 1.8 |
Top Comparisons
ICICI Prudential Constant Maturity Gilt Fund - Growth
3Y Returns6.44%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns6.4%
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns12.71%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns18.85%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.26%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns5.95%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns5.99%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns13.36%
