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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
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) | ₹2049 Cr | ₹744 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 | 1.56 | 1.1 |
| Manager | Dhaval Joshi | Shriram Ramanathan |
| ISIN Code | INF209K01603 | INF917K01TH0 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.93% | 2.03% |
| 6 Month | 6.87% | 4.93% |
| 1 Year | 14.42% | 9.76% |
| 3 Year | 14.27% | 7.14% |
| 5 Year | 12.6% | 6.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.15% | 3.09% |
| 1 Year | 15.56% | 10.22% |
| 3 Year | 11.54% | 8.4% |
| 5 Year | 12.63% | 7.06% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.22% | 7.09% |
| 3 Year | 9.95% | 6.1% |
| 5 Year | 8.72% | 6.39% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.216% | 1.516% |
| Sharp | 0.725% | -0.245% |
| Beta | 3.163% | 1.306% |
| Alpha | 6.914% | -0.255% |
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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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 95.74 | 100 |
| Real Estate | 1.13 | - |
| Financial Services | 1 | - |
| Industrials | 1.52 | - |
| Utilities | 0.6 | - |
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