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UTI Medium Duration Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon 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 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 1.1% 0.91%
6 Month 5.54% 5.2%
1 Year 9.6% 9.23%
3 Year 7.29% 7.24%
5 Year - 5.75%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 3.39% 3.03%
1 Year 10.86% 10.19%
3 Year 8.36% 8.1%
5 Year - 6.93%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.05% 6.19%
3 Year 5.01% 4.88%
5 Year - 4.43%

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%

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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

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