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 | 0.67% | 0.74% |
6 Month | 3.56% | 3.49% |
1 Year | 7.74% | 7.61% |
3 Year | 5.98% | 5.4% |
5 Year | 6.19% | - |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.38% | 7.22% |
3 Year | 7.14% | 6.77% |
5 Year | 6.41% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 7.43% | 6.05% |
3 Year | 7.72% | 5.01% |
5 Year | 8.15% | - |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.48% | 2.1% |
Sharp | -0.11% | - |
Beta | 0.76% | - |
Alpha | -0.12% | - |
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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 |
Fund Manage | 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 | 98.35 | 100 |
Mid Cap | 0.99 | - |
Small Cap | 0.66 | - |
Sector Allocation
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 98.35 | 24.73 |
Realty | 0.99 | - |
Construction | 0.66 | 2.18 |
Sovereign | - | 39.42 |
Financial | - | 13.99 |
Consumer Staples | - | 1.75 |
Energy | - | 10.09 |
Communication | - | 5.65 |
Capital Goods | - | 2.19 |
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