HDFC Medium Term Debt Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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

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Chart Comparison

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

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 0.58% 0.56%
6 Month 3.87% 3.72%
1 Year 8% 7.91%
3 Year 6% 5.38%
5 Year 6.47% -

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 7.34% 7.04%
3 Year 7.02% 6.58%
5 Year 6.36% -

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Year 7.4% 5.98%
3 Year 7.74% 4.77%
5 Year 8.16% -

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 1.48% 2.1%
Sharp -0.11% -
Beta 0.76% -
Alpha -0.12% -

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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
Fund Manage 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 98.35 100
Mid Cap 0.99 -
Small Cap 0.66 -

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Invesco India Medium Duration Fund - Regular - Growth

Others 98.35 24.73
Realty 0.99 -
Construction 0.66 2.18
Sovereign - 39.42
Financial - 13.99
Consumer Staples - 1.75
Energy - 10.09
Communication - 5.65
Capital Goods - 2.19

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