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HDFC Medium Term Debt Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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Chart Comparison

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

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) ₹3863 Cr ₹169 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 0.08% -0.06%
6 Month 4.9% 4.98%
1 Year 9.18% 9.05%
3 Year 7.64% 7.2%
5 Year 6.6% -

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month 2.24% 2.23%
1 Year 9.03% 9.07%
3 Year 8.21% 8%
5 Year 7.06% -

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 1.29% 1.51%
Sharp 0.72% 0.35%
Beta 1.49% 1.75%
Alpha -0.58% -1.25%

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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 97.97 100
Real Estate 0.82 -
Financial Services 1.21 -

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