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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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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 UTI Medium Duration Fund - Regular Plan - Growth Option
Fund HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹3863 Cr ₹40 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 06 Feb 2002 31 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Term Debt TRI
Turn Over 21.38% 24%
Expense Ratio 1.33 1.49
Manager Dhruv Muchhal Ritesh Nambiar
ISIN Code INF179K01913 INF789FB1JU4
Exits Load Data not available./365 UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.65% 0.38%
6 Month 5.1% 4.6%
1 Year 9.04% 8.55%
3 Year 7.67% 7.18%
5 Year 6.49% 6.03%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 2.27% 2.04%
1 Year 9.01% 8.51%
3 Year 8.18% 7.74%
5 Year 7.05% 6.8%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 7.46% 6.25%
3 Year 7.7% 5.03%
5 Year 8.13% 4.47%

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.29% 1.27%
Sharp 0.72% 0.38%
Beta 1.49% 1.43%
Alpha -0.58% -0.96%

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Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Ritesh Nambiar
Total AUM ₹520687 Cr ₹2329 Cr
Funds Managed 40 3
HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 97.98 100
Real Estate 0.81 -
Financial Services 1.21 -

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