- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3803 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 | 0.6% | 0.42% |
| 6 Month | 4.66% | 4.19% |
| 1 Year | 8.65% | 8.24% |
| 3 Year | 7.54% | 7.09% |
| 5 Year | 6.48% | 6.06% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 1.75% |
| 1 Year | 8.85% | 8.03% |
| 3 Year | 8.18% | 7.64% |
| 5 Year | 7.06% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.46% | 6.25% |
| 3 Year | 7.7% | 5.03% |
| 5 Year | 8.13% | 4.47% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.29% | 1.27% |
| Sharp | 0.72% | 0.38% |
| Beta | 1.49% | 1.43% |
| Alpha | -0.58% | -0.96% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 97.98 | 100 |
| Real Estate | 0.81 | - |
| Financial Services | 1.21 | - |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns24.3%
Quant Mid Cap Fund-Growth
3Y Returns20.64%
ICICI Prudential Smallcap Fund - Growth
3Y Returns19.2%
Quant Small Cap Fund Regular Growth
3Y Returns27.57%
Invesco India Midcap Fund - Growth Option
3Y Returns28.97%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns22.05%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.66%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns11.24%
