- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3895 Cr | ₹174 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 | 0.42% | 0.33% |
| 6 Month | 2.55% | 1.77% |
| 1 Year | 7.88% | 7.31% |
| 3 Year | 7.52% | 7.02% |
| 5 Year | 6.15% | - |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.09% |
| 1 Year | 7.22% | 6.12% |
| 3 Year | 7.71% | 7.16% |
| 5 Year | 6.94% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.58% | 6.36% |
| 3 Year | 7.71% | 5.48% |
| 5 Year | 8.12% | - |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.27% | 1.45% |
| Sharp | 0.69% | 0.30% |
| Beta | 1.07% | 1.19% |
| Alpha | -0.42% | -1.00% |
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 | 97.85 | 100 |
| Real Estate | 0.89 | - |
| Financial Services | 1.26 | - |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.46%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.68%
HSBC Liquid Fund - Regular Growth
3Y Returns6.98%
Mirae Asset Liquid Fund - Growth
3Y Returns6.97%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.02%
DSP Bond Fund - Growth
3Y Returns7.68%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.08%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.49%
