Invesco India Medium Duration Fund vs HDFC Medium Term Debt Fund compare

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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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 Invesco India Medium Duration Fund - Regular - Growth
Fund HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹4137 Cr ₹239 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 06 Feb 2002 17 Jul 2021
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 21.38% 40%
Expense Ratio 1.28 1.3
Manager Dhruv Muchhal Krishna Venkat Cheemalapati
ISIN Code INF179K01913 INF205KA1379
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Month 0.35% 0.35%
6 Month 4.3% 4%
1 Year 8.14% 8.01%
3 Year 5.72% 5.01%
5 Year 6.5% -

SIP Return Analysis

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 8.42% 7.97%
3 Year 7.1% 6.54%
5 Year 6.47% -

Rolling Lumpsum Returns

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
1 Year 7.4% 5.98%
3 Year 7.74% 4.77%
5 Year 8.16% -

Risk Management

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 1.48% 2.1%
Sharp -0.11% -
Beta 0.76% -
Alpha -0.12% -

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Fund Managers

Scheme Name HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth
Name Dhruv Muchhal Krishna Venkat Cheemalapati
Total AUM ₹520687 Cr ₹24743 Cr
Fund Manage 40 19
HDFC Medium Term Debt Fund - Growth Option Invesco India Medium Duration Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Invesco India Medium Duration Fund - Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Medium Term Debt Fund - Growth Option

Invesco India Medium Duration Fund - Regular - Growth

Others 6.4 24.73
Sovereign 30.23 39.42
Financial 33.75 13.99
Construction 6.37 2.18
Materials 1.79 -
Metals & Mining 3.5 -
Energy 8.65 10.09
Automobile 0.24 -
Capital Goods 7.87 2.19
Consumer Staples 1.2 1.75
Communication - 5.65

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