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HDFC Medium Term Debt Fund - Growth Option

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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)	₹3885 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	0.19%	0.11%
6 Month	2.52%	1.75%
1 Year	7.34%	6.41%
3 Year	7.38%	6.78%
5 Year	6.03%	5.83%

SIP Return Analysis

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month	1.29%	0.92%
1 Year	6.53%	5.13%
3 Year	7.49%	6.72%
5 Year	6.85%	6.37%

Rolling Lumpsum Returns

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year	7.59%	6.39%
3 Year	7.7%	5.23%
5 Year	8.11%	4.67%

Risk Management

Scheme Name	HDFC Medium Term Debt Fund - Growth Option	UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation	1.26%	2.25%
Sharp	0.63%	0.15%
Beta	1.08%	0.83%
Alpha	-0.44%	0.39%

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	97.86	100
Real Estate	0.88	-
Financial Services	0.76	-
Industrials	0.5	-

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