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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) | ₹3885 Cr | ₹172 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 | 0.21% | 0.02% |
| 6 Month | 2.7% | 1.81% |
| 1 Year | 7.38% | 6.59% |
| 3 Year | 7.38% | 6.82% |
| 5 Year | 6.03% | - |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.29% | 0.8% |
| 1 Year | 6.53% | 5.11% |
| 3 Year | 7.49% | 6.83% |
| 5 Year | 6.85% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.59% | 6.36% |
| 3 Year | 7.7% | 5.48% |
| 5 Year | 8.11% | - |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.26% | 1.44% |
| Sharp | 0.63% | 0.19% |
| Beta | 1.08% | 1.18% |
| Alpha | -0.44% | -1.07% |
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 | 97.88 | 100 |
| Real Estate | 0.86 | - |
| Financial Services | 0.75 | - |
| Industrials | 0.51 | - |
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