HSBC Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Invest NowHSBC Medium Duration Fund - Regular Growth
Invest NowChart 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) | ₹1861 Cr | ₹806 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 | 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 | Nil/365 |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.35% | 0.42% |
6 Month | 6.55% | 4.09% |
1 Year | 10.4% | 8.26% |
3 Year | 13.56% | 5.67% |
5 Year | 9.7% | 6.33% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.09% | 8.16% |
3 Year | 11.35% | 7.07% |
5 Year | 11.94% | 6.39% |
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 GuidanceScheme 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 | 100.01 | 100 |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 3.36 | 0.89 |
Sovereign | 47.56 | 37.52 |
Metals & Mining | 2.69 | - |
Financial | 29.59 | 43.59 |
Construction | 10.11 | 7.8 |
Consumer Staples | 0.54 | - |
Services | 1.34 | - |
Communication | 2.38 | 3.22 |
Chemicals | 1.07 | - |
Energy | 1.37 | 4.72 |
Diversified | - | 1.58 |
Capital Goods | - | 0.6 |
Materials | - | 0.08 |
Top Comparisons
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns17.82%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns19.27%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.14%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns5.9%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.1%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.06%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns19.45%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.09%