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HDFC Income Fund vs UTI Medium to Long Duration Fund compare

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tortoise-icon HDFC Income Fund - Growth Option

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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