- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Medium Duration Fund vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹228 Cr | ₹39 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Jul 2021 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Term Debt TRI |
| Turn Over | 40% | 24% |
| Expense Ratio | 1.15 | 1.49 |
| Manager | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| ISIN Code | INF205KA1379 | 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 | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.35% | 0.4% |
| 6 Month | 4.69% | 4.45% |
| 1 Year | 8.85% | 8.71% |
| 3 Year | 7.38% | 7.3% |
| 5 Year | - | 5.56% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.54% | 2.38% |
| 1 Year | 9.24% | 8.9% |
| 3 Year | 7.92% | 7.76% |
| 5 Year | - | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.13% | 6.25% |
| 3 Year | 5.15% | 5.03% |
| 5 Year | - | 4.47% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.743% | 1.436% |
| Sharp | -0.548% | -0.542% |
| Beta | 1.535% | 1.21% |
| Alpha | -0.899% | -0.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| Total AUM | ₹24743 Cr | ₹2329 Cr |
| Funds Managed | 19 | 3 |
| Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns21.23%
HSBC Business Cycles Fund - Regular Growth
3Y Returns27.57%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.71%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.65%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns19.8%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns19.6%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.78%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns16.31%
