Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Medium to Long Duration Fund vs HDFC Income Fund compare

Link copied to clipboard!

tortoise-icon HDFC Income Fund - Growth Option

Invest Now

tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹869 Cr ₹316 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 11 Sep 2000 18 Jul 1998
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund AIII Index
Turn Over 21.38% 78%
Expense Ratio 1.39 1.61
Manager Dhruv Muchhal Sunil Madhukar Patil
ISIN Code INF179K01962 INF789F01406
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.76% 0.83%
6 Month 6.42% 6.2%
1 Year 10.52% 10.42%
3 Year 7.96% 7.87%
5 Year 5.55% 8.67%

SIP Return Analysis

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month 3.98% 3.72%
1 Year 12.14% 11.7%
3 Year 9.25% 8.91%
5 Year 7% 9.1%

Rolling Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 6.43% 8.13%
3 Year 6.66% 7.49%
5 Year 6.72% 7.12%

Risk Management

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.289% 4.312%
Sharp -0.354% 0.478%
Beta 1.057% -0.271%
Alpha -0.729% 2.074%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Dhruv Muchhal Sunil Madhukar Patil
Total AUM ₹520687 Cr ₹6910 Cr
Funds Managed 40 4
HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

HDFC Income Fund - Growth Option

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Income Fund - Growth Option

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Top Comparisons

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.19%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.19%

Compare Now

HDFC Nifty 50 Index Fund - Growth Plan HDFC Nifty 50 Index Fund - Growth Plan

3Y Returns15.6%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns25.21%

Compare Now

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

3Y Returns8.63%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns17.23%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns25.21%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns19.61%

Compare Now
Add to Cart Successfully