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Invesco India Medium Duration Fund vs UTI Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate Risk |
| Asset Size (Cr) | ₹228 Cr | ₹39 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Jul 2021 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Term Debt TRI |
| Turn Over | 40% | 24% |
| Expense Ratio | 1.15 | 1.49 |
| Manager | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| ISIN Code | INF205KA1379 | 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 | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.58% | 0.59% |
| 6 Month | 3.34% | 3.59% |
| 1 Year | 7.28% | 7.35% |
| 3 Year | 5.41% | 5.68% |
| 5 Year | - | 4.71% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.15% | 7.34% |
| 3 Year | 6.76% | 6.83% |
| 5 Year | - | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.05% | 6.19% |
| 3 Year | 5.01% | 4.88% |
| 5 Year | - | 4.43% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.743% | 1.447% |
| Sharp | -0.548% | -0.539% |
| Beta | 1.535% | 1.178% |
| Alpha | -0.899% | -0.714% |
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Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| Total AUM | ₹24743 Cr | ₹2329 Cr |
| Fund Manage | 19 | 3 |
| Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.02 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.73 | 100.02 |
| Sovereign | 39.42 | - |
| Financial | 13.99 | - |
| Consumer Staples | 1.75 | - |
| Construction | 2.18 | - |
| Energy | 10.09 | - |
| Communication | 5.65 | - |
| Capital Goods | 2.19 | - |
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