UTI Medium Duration Fund vs Invesco India Medium Duration Fund compare

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

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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 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 Moderately High
Asset Size (Cr) ₹239 Cr ₹40 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Jul 2021 30 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 1.3 1.59
Manager Krishna Venkat Cheemalapati Ritesh Nambiar
ISIN Code INF205KA1379 INF789FB1JU4
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.81% 0.79%
6 Month 3.87% 3.65%
1 Year 7.51% 7.06%
3 Year 4.74% 6.03%
5 Year - 4.33%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.33% 3.1%
3 Year 8.45% 8.89%
5 Year 8.45% 13.64%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 5.98% 6.13%
3 Year 4.77% 4.82%
5 Year - 4.41%

Risk Management

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%

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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 99.97

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 24.73 22.95
Sovereign 39.42 43.73
Financial 13.99 13.53
Consumer Staples 1.75 9.9
Construction 2.18 4.97
Energy 10.09 -
Communication 5.65 -
Capital Goods 2.19 -
Automobile - 4.89

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