HDFC Income Fund vs UTI Medium to Long Duration Fund compare
HDFC Income Fund - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹950 Cr | ₹332 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 11 Sep 2000 | 18 Jul 1998 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 21.38% | 78% |
Expense Ratio | 1.39 | 1.61 |
Manager | Dhruv Muchhal | Sunil Madhukar Patil |
ISIN Code | INF179K01962 | INF789F01406 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | -0.72% | -0.6% |
6 Month | 4.78% | 4.74% |
1 Year | 8.77% | 8.95% |
3 Year | 7.66% | 7.64% |
5 Year | 5.2% | 8.21% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.55% | 1.62% |
1 Year | 7.79% | 7.91% |
3 Year | 8.07% | 7.91% |
5 Year | 6.43% | 8.5% |
Rolling Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 6.58% | 8.14% |
3 Year | 6.66% | 7.54% |
5 Year | 6.67% | 7.18% |
Risk Management
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.15% | 2.01% |
Sharp | 0.58% | 0.58% |
Beta | 1.20% | 1.14% |
Alpha | -1.02% | -0.96% |
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Fund Managers
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Sunil Madhukar Patil |
Total AUM | ₹520687 Cr | ₹6910 Cr |
Funds Managed | 40 | 4 |
HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Income Fund - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Income Fund - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 99.56 | 100 |
Real Estate | 0.44 | - |
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