HDFC Medium Term Debt Fund vs UTI Medium Duration Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.84% 0.79%
6 Month 4.07% 3.65%
1 Year 7.66% 7.06%
3 Year 5.54% 6.03%
5 Year 6.54% 4.33%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.33% 3.1%
3 Year 9.32% 8.89%
5 Year 15.98% 13.64%

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 7.45% 6.13%
3 Year 7.77% 4.82%
5 Year 8.17% 4.41%

Risk Management

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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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 100 99.97

Sector Allocation

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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