HDFC Income Fund vs UTI Medium to Long Duration Fund compare
HDFC Income Fund - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
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 | 1.86% | 1.65% |
6 Month | 3.6% | 3.64% |
1 Year | 8.56% | 8.43% |
3 Year | 6.26% | 9.23% |
5 Year | 5.41% | 8.85% |
SIP Return Analysis
Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.79% | 2.63% |
1 Year | 9.06% | 8.89% |
3 Year | 8.09% | 8.03% |
5 Year | 6.24% | 8.54% |
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% |
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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 |
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