HSBC Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1968 Cr | ₹843 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Mar 2009 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 1.58 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365 | Data not available./365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.76% | 0.83% |
| 6 Month | 5.75% | 3.94% |
| 1 Year | 10.3% | 7.95% |
| 3 Year | 14.13% | 6.29% |
| 5 Year | 11.3% | 6.25% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.41% | 6.36% |
| 3 Year | 10.17% | 6.83% |
| 5 Year | 11.48% | 6.18% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.16% | 7.03% |
| 3 Year | 9.83% | 6.21% |
| 5 Year | 8.69% | 6.41% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.4% | 1.55% |
| Sharp | 0.71% | -0.14% |
| Beta | 1.35% | 0.79% |
| Alpha | 6.74% | -0.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Shriram Ramanathan |
| Total AUM | ₹361932 Cr | ₹32638 Cr |
| Fund Manage | 55 | 11 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 100 |
| Mid Cap | 0.6 | - |
| Small Cap | 4.23 | - |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.21 | 100 |
| Realty | 1.92 | - |
| Construction | 1.11 | - |
| Transport Infrastructure | 1.8 | - |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns20.82%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns18.1%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns22.89%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.28%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns6.18%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.42%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns26.38%
LIC MF Infrastructure Fund-Growth
3Y Returns25.02%