UTI Medium Duration Fund vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
Invest NowUTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowChart 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 | 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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 | 99.97 |
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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