HSBC Short Duration Fund vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate |
Asset Size (Cr) | ₹8141 Cr | ₹3786 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 May 2003 | 27 Dec 2011 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 78% | 54% |
Expense Ratio | 0.95 | 0.75 |
Manager | Dhaval Joshi | Jalpan Shah |
ISIN Code | INF209K01942 | INF917K01CL8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.63% | 0.61% |
6 Month | 3.72% | 3.54% |
1 Year | 7.7% | 7.52% |
3 Year | 6.47% | 5.74% |
5 Year | 6.73% | 5.73% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.63% | 7.37% |
3 Year | 7.25% | 6.85% |
5 Year | 6.57% | 5.87% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.11% | 7.76% |
3 Year | 7.54% | 7.37% |
5 Year | 8.01% | 7.63% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.954% | 1.172% |
Sharp | 0.057% | -0.606% |
Beta | 0.73% | 0.968% |
Alpha | 0.042% | -0.63% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Jalpan Shah |
Total AUM | ₹361932 Cr | ₹16521 Cr |
Fund Manage | 55 | 6 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | HSBC Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100.07 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 4.03 | 100 |
Sovereign | 31.81 | - |
Energy | 0.9 | - |
Construction | 9.39 | - |
Financial | 49.15 | - |
Services | 0.34 | - |
Communication | 4.45 | - |
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