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Compare HDFC Medium Term Debt Fund vs Aditya Birla Sun Life Medium Term Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.33 | 1.58 |
NAV | ₹53.80 | ₹37.11 |
Fund Started | 04 Feb 2002 | 23 Mar 2009 |
Fund Size | ₹3987.62 Cr | ₹1981.28 Cr |
Exit 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. |
Risk
Moderate
NA
Rating
3.0
5.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.33
1.58
NAV
₹53.80
₹37.11
Fund Started
04 Feb 2002
23 Mar 2009
Fund Size
₹3987.62 Cr
₹1981.28 Cr
Exit 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.
Returns
1 Year | 8.01% | 10.31% |
3 Year | 5.85% | 13.72% |
5 Year | 6.52% | 11.26% |
1 Year
8.01%
10.31%
3 Year
5.85%
13.72%
5 Year
6.52%
11.26%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 5.81% | 12.50% |
Equity
0.00%
0.00%
Cash
5.81%
12.50%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dhruv Muchhal | Dhaval Joshi |
Start Date | 14 Sep 2023 | 21 Nov 2022 |
Name
Dhruv Muchhal
Dhaval Joshi
Start Date
14 Sep 2023
21 Nov 2022
About Fund
Description | The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments. | The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. |
Launch Date | 04 Feb 2002 | 23 Mar 2009 |
Description
The scheme seeks to generate income / capital appreciation through investments in Debt and Money Market Instruments.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Launch Date
04 Feb 2002
23 Mar 2009
