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) | ₹941 Cr | ₹322 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 | 0.51% | 0.61% |
| 6 Month | 0.39% | 0.79% |
| 1 Year | 6.07% | 6.39% |
| 3 Year | 7.1% | 7.18% |
| 5 Year | 4.81% | 8% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.43% | 0.62% |
| 1 Year | 4.63% | 5.04% |
| 3 Year | 6.93% | 6.92% |
| 5 Year | 6.06% | 7.79% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.63% | 8.15% |
| 3 Year | 6.71% | 7.54% |
| 5 Year | 6.62% | 7.25% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.49% | 2.26% |
| Sharp | 0.12% | 0.16% |
| Beta | 1.32% | 1.21% |
| Alpha | -1.21% | -1.02% |
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 | 99.53 | 100 |
| Real Estate | 0.47 | - |
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