HDFC Medium Term Debt Fund vs UTI Medium Duration Fund compare
HDFC Medium Term Debt Fund - Growth Option
Invest NowUTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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 | Moderate | Moderately High |
Asset Size (Cr) | ₹4137 Cr | ₹40 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 06 Feb 2002 | 30 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 | 1.28 | 1.59 |
Manager | Dhruv Muchhal | Ritesh Nambiar |
ISIN Code | INF179K01913 | INF789FB1JU4 |
Exits Load | Nil/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.84% | 0.79% |
6 Month | 4.07% | 3.65% |
1 Year | 7.66% | 7.06% |
3 Year | 5.54% | 6.03% |
5 Year | 6.54% | 4.33% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.33% | 3.1% |
3 Year | 9.32% | 8.89% |
5 Year | 15.98% | 13.64% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.72% | 3.99% |
3 Year | 12.98% | 10.97% |
5 Year | 16.41% | 13.98% |
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.48% | 2.25% |
Sharp | -0.11% | 0.15% |
Beta | 0.76% | 0.83% |
Alpha | -0.12% | 0.39% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 40 | 3 |
HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.97 |
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.4 | 22.95 |
Sovereign | 30.23 | 43.73 |
Financial | 33.75 | 13.53 |
Construction | 6.37 | 4.97 |
Materials | 1.79 | - |
Metals & Mining | 3.5 | - |
Energy | 8.65 | - |
Automobile | 0.24 | 4.89 |
Capital Goods | 7.87 | - |
Consumer Staples | 1.2 | 9.9 |
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