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
| 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 | Moderate | Moderately High |
| Asset Size (Cr) | ₹4137 Cr | ₹40 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 06 Feb 2002 | 30 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 | 1.28 | 1.59 |
| Manager | Dhruv Muchhal | Ritesh Nambiar |
| ISIN Code | INF179K01913 | INF789FB1JU4 |
| Exits Load | Nil/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.38% | 0.35% |
| 6 Month | 4.33% | 3.99% |
| 1 Year | 8.17% | 7.67% |
| 3 Year | 5.74% | 5.22% |
| 5 Year | 6.51% | 4.35% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.42% | 7.8% |
| 3 Year | 7.1% | 6.58% |
| 5 Year | 6.47% | 5.85% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.4% | 6.11% |
| 3 Year | 7.74% | 4.83% |
| 5 Year | 8.16% | 4.41% |
| Scheme Name | HDFC Medium Term Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.48% | 2.25% |
| Sharp | -0.11% | 0.15% |
| Beta | 0.76% | 0.83% |
| Alpha | -0.12% | 0.39% |
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| 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 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.97 |
| Scheme Name |
HDFC Medium Term Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.4 | 22.95 |
| Sovereign | 30.23 | 43.73 |
| Financial | 33.75 | 13.53 |
| Construction | 6.37 | 4.97 |
| Materials | 1.79 | - |
| Metals & Mining | 3.5 | - |
| Energy | 8.65 | - |
| Automobile | 0.24 | 4.89 |
| Capital Goods | 7.87 | - |
| Consumer Staples | 1.2 | 9.9 |
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