- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹869 Cr | ₹316 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 | -0.52% | -0.29% |
| 6 Month | 4.3% | 4.28% |
| 1 Year | 8.73% | 8.88% |
| 3 Year | 7.79% | 7.77% |
| 5 Year | 5.33% | 8.36% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.07% | 2.2% |
| 1 Year | 8.33% | 8.64% |
| 3 Year | 8.11% | 8.02% |
| 5 Year | 6.42% | 8.55% |
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 | 2.289% | 4.312% |
| Sharp | -0.354% | 0.478% |
| Beta | 1.057% | -0.271% |
| Alpha | -0.729% | 2.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 100 | 100 |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns19.61%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.87%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns21.96%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.43%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns18.47%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns16.74%
