Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HDFC Medium Term Debt Fund - Growth Option

Invest Now

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

Invest Now

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 1.54% 1.63%
6 Month 4.82% 5.05%
1 Year 9.69% 9.59%
3 Year 7.11% 6.62%
5 Year 7.11% -

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month 3.16% 3.21%
1 Year 10.27% 10.25%
3 Year 8.36% 8.1%
5 Year 7.08% -

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%

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 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 -

Top Comparisons

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns12.46%

VS

HSBC Aggressive Hybrid Active FOF - Growth HSBC Aggressive Hybrid Active FOF - Growth

3Y Returns13.71%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns21.61%

Compare Now

ITI Overnight Fund Regular - Growth ITI Overnight Fund Regular - Growth

3Y Returns6.04%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns8.38%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns16.41%

Compare Now
Add to Cart Successfully