UTI Medium Duration Fund vs HDFC Medium Term Debt Fund compare
HDFC Medium Term Debt Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹4016 Cr | ₹39 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 | 1.07% | 0.91% |
6 Month | 5.14% | 5.07% |
1 Year | 9.62% | 9.18% |
3 Year | 7.67% | 7.2% |
5 Year | 7.04% | 5.72% |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.7% | 2.63% |
1 Year | 9.49% | 9.35% |
3 Year | 8.17% | 7.83% |
5 Year | 6.97% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.43% | 6.19% |
3 Year | 7.72% | 4.88% |
5 Year | 8.15% | 4.43% |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.474% | 1.436% |
Sharp | -0.303% | -0.542% |
Beta | 1.292% | 1.21% |
Alpha | -0.326% | -0.63% |
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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 | 98.69 | 100 |
Financial Services | 1.31 | - |
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