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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 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 1.85% 1.77%
6 Month 4.76% 4.81%
1 Year 9.72% 9.56%
3 Year 7.09% 6.78%
5 Year 6.75% 5.72%

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 3% 3.05%
1 Year 9.94% 10%
3 Year 8.23% 7.95%
5 Year 6.99% 6.78%

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%

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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
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 -

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