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 |
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 | 2% | 1.8% |
6 Month | 5.04% | 4.82% |
1 Year | 9.59% | 9.48% |
3 Year | 6.63% | 6.79% |
5 Year | - | 5.71% |
SIP Return Analysis
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.21% | 3.05% |
1 Year | 10.22% | 10% |
3 Year | 8.05% | 7.95% |
5 Year | - | 6.78% |
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% | 1.436% |
Sharp | -0.548% | -0.542% |
Beta | 1.535% | 1.21% |
Alpha | -0.899% | -0.63% |
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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 |
Funds Managed | 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 |
Sector Allocation
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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