Invesco India Medium Duration Fund vs HDFC Medium Term Debt 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) | ₹3803 Cr | ₹170 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 | 0.6% | 0.43% |
6 Month | 4.66% | 4.54% |
1 Year | 8.65% | 8.43% |
3 Year | 7.54% | 7.06% |
5 Year | 6.48% | - |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 2.1% | 1.89% |
1 Year | 8.85% | 8.5% |
3 Year | 8.18% | 7.86% |
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 | 97.98 | 100 |
Real Estate | 0.81 | - |
Financial Services | 1.21 | - |
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