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
| 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 | ₹40 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 | 1.5 |
| 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 |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.56% | 0.58% |
| 6 Month | 3.72% | 3.89% |
| 1 Year | 7.91% | 7.65% |
| 3 Year | 5.38% | 5.57% |
| 5 Year | - | 4.66% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.04% | 7.25% |
| 3 Year | 6.58% | 6.68% |
| 5 Year | - | 5.97% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.98% | 6.11% |
| 3 Year | 4.77% | 4.83% |
| 5 Year | - | 4.41% |
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.1% | 2.25% |
| Sharp | - | 0.15% |
| Beta | - | 0.83% |
| Alpha | - | 0.39% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.02 |
| 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 | - |
Top Comparisons
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns16.98%
Quant Small Cap Fund-Growth
3Y Returns21.31%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.25%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.33%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.35%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns5.74%
ICICI Prudential Flexicap Fund - Growth
3Y Returns16.56%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.79%