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HDFC Medium Term Debt Fund vs UTI Medium Duration Fund compare
HDFC Medium Term Debt Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate Risk |
| Asset Size (Cr) | ₹4016 Cr | ₹39 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 06 Feb 2002 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
| Turn Over | 21.38% | 24% |
| Expense Ratio | 1.33 | 1.49 |
| Manager | Dhruv Muchhal | Ritesh Nambiar |
| ISIN Code | INF179K01913 | INF789FB1JU4 |
| Exits Load | Data not available./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.57% | 0.59% |
| 6 Month | 3.45% | 3.59% |
| 1 Year | 7.63% | 7.35% |
| 3 Year | 5.99% | 5.68% |
| 5 Year | 6.19% | 4.71% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.38% | 7.3% |
| 3 Year | 7.14% | 6.81% |
| 5 Year | 6.41% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.43% | 6.19% |
| 3 Year | 7.72% | 4.88% |
| 5 Year | 8.15% | 4.43% |
Risk Management
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.472% | 1.447% |
| Sharp | -0.229% | -0.539% |
| Beta | 1.279% | 1.178% |
| Alpha | -0.319% | -0.714% |
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Fund Managers
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Ritesh Nambiar |
| Total AUM | ₹520687 Cr | ₹2329 Cr |
| Fund Manage | 40 | 3 |
| HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.35 | 100.02 |
| Mid Cap | 0.99 | - |
| Small Cap | 0.66 | - |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.35 | 100.02 |
| Realty | 0.99 | - |
| Construction | 0.66 | - |
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