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) | ₹938 Cr | ₹324 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 | 0.5% | 0.34% |
6 Month | 3.11% | 3.2% |
1 Year | 6.1% | 6.25% |
3 Year | 6.76% | 6.8% |
5 Year | 5.01% | 8.08% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.09% | 0.14% |
1 Year | 4.88% | 4.98% |
3 Year | 7.05% | 6.92% |
5 Year | 6.02% | 7.82% |
Rolling Lumpsum Returns
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 6.66% | 8.19% |
3 Year | 6.69% | 7.55% |
5 Year | 6.64% | 7.2% |
Risk Management
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.52% | 2.31% |
Sharp | -0.06% | -0.02% |
Beta | 1.28% | 1.18% |
Alpha | -1.05% | -0.88% |
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 | 99.57 | 100 |
Real Estate | 0.43 | - |
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