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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 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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