HDFC Medium Term Debt Fund vs Invesco India Medium Duration Fund compare
HDFC Medium Term Debt Fund - Growth Option
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Fund | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹4016 Cr | ₹228 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Feb 2002 | 17 Jul 2021 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
Turn Over | 21.38% | 40% |
Expense Ratio | 1.33 | 1.15 |
Manager | Dhruv Muchhal | Krishna Venkat Cheemalapati |
ISIN Code | INF179K01913 | INF205KA1379 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Month | 1.28% | 1.31% |
6 Month | 3.55% | 3.56% |
1 Year | 8.2% | 7.96% |
3 Year | 6.39% | 5.8% |
5 Year | 6.45% | - |
SIP Return Analysis
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 2.48% | 2.53% |
1 Year | 8.45% | 8.36% |
3 Year | 7.71% | 7.4% |
5 Year | 6.7% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 7.43% | 6.05% |
3 Year | 7.72% | 5.01% |
5 Year | 8.15% | - |
Risk Management
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.474% | 1.743% |
Sharp | -0.303% | -0.548% |
Beta | 1.292% | 1.535% |
Alpha | -0.326% | -0.899% |
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Fund Managers
Scheme Name | HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Name | Dhruv Muchhal | Krishna Venkat Cheemalapati |
Total AUM | ₹520687 Cr | ₹24743 Cr |
Funds Managed | 40 | 19 |
HDFC Medium Term Debt Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 98.69 | 100 |
Financial Services | 1.31 | - |
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