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HDFC Medium Term Debt Fund vs Invesco India Medium Duration Fund compare
HDFC Medium Term Debt Fund - Growth Option
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹4016 Cr | ₹228 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2002 | 17 Jul 2021 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 21.38% | 40% |
| Expense Ratio | 1.33 | 1.15 |
| Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01913 | INF205KA1379 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.38% | 0.35% |
| 6 Month | 4.55% | 4.69% |
| 1 Year | 8.96% | 8.85% |
| 3 Year | 7.75% | 7.38% |
| 5 Year | 6.95% | - |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.48% | 2.54% |
| 1 Year | 9.09% | 9.24% |
| 3 Year | 8.12% | 7.92% |
| 5 Year | 6.98% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.46% | 6.13% |
| 3 Year | 7.7% | 5.15% |
| 5 Year | 8.13% | - |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.474% | 1.743% |
| Sharp | -0.303% | -0.548% |
| Beta | 1.292% | 1.535% |
| Alpha | -0.326% | -0.899% |
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Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
| Total AUM | ₹520687 Cr | ₹24743 Cr |
| Funds Managed | 40 | 19 |
| HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 98.69 | 100 |
| Financial Services | 1.31 | - |
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