HSBC Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

HSBC Medium Duration Fund - Regular Growth

Others 100.01 100

Sector Allocation

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

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