HSBC Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund compare

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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tortoise-icon HSBC Medium to Long 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 Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
Fund Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1910 Cr ₹46 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 1995 10 Dec 2002
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium to Long Duration Fund AIII Index CRISIL Medium to Long Duration Fund BIII Index
Turn Over 78% 27%
Expense Ratio 1.09 1.92
Manager Dhaval Joshi Shriram Ramanathan
ISIN Code INF209K01579 INF336L01776
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.91% 0.87%
6 Month 4.19% 3.89%
1 Year 7.83% 7.41%
3 Year 5.47% 4.21%
5 Year 6.48% 4.66%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
6 Month - -
1 Year 3.51% 3.28%
3 Year 9.19% 7.71%
5 Year 15.51% 11.38%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
1 Year 5.73% 3.96%
3 Year 12.64% 8.93%
5 Year 16.15% 11.82%

Risk Management

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 2.15% 2.34%
Sharp -0.17% -0.67%
Beta 1.13% 1.24%
Alpha -0.3% -1.52%

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Fund Managers

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth
Name Dhaval Joshi Shriram Ramanathan
Total AUM ₹361932 Cr ₹32638 Cr
Fund Manage 55 11
Aditya Birla Sun Life Income Fund - Growth - Regular Plan HSBC Medium to Long Duration Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

HSBC Medium to Long Duration Fund - Regular Growth

Others 99.97 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

HSBC Medium to Long Duration Fund - Regular Growth

Others 16 21.15
Sovereign 57.4 73.33
Financial 26.57 5.52

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