- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 |
| 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 | 1.28% | 1.18% |
| 6 Month | 3.55% | 3.55% |
| 1 Year | 8.2% | 7.9% |
| 3 Year | 6.39% | 6.06% |
| 5 Year | 6.45% | 5.57% |
SIP Return Analysis
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.48% | 2.46% |
| 1 Year | 8.45% | 8.33% |
| 3 Year | 7.71% | 7.37% |
| 5 Year | 6.7% | 6.41% |
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 | 1.474% | 1.436% |
| Sharp | -0.303% | -0.542% |
| Beta | 1.292% | 1.21% |
| Alpha | -0.326% | -0.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.69 | 100 |
| Financial Services | 1.31 | - |
Top Comparisons
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns6.33%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns6.33%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.76%
Quant Multi Asset Fund-Growth
3Y Returns17.25%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.01%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.01%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns15.08%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns13.02%
