- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Medium to Long Duration Fund vs HDFC Income Fund compare
HDFC Income Fund - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹869 Cr | ₹316 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 11 Sep 2000 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 1.39 | 1.61 |
| Manager | Dhruv Muchhal | Sunil Madhukar Patil |
| ISIN Code | INF179K01962 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.88% | 1.71% |
| 6 Month | 3.36% | 3.4% |
| 1 Year | 8.53% | 8.43% |
| 3 Year | 6.22% | 9.19% |
| 5 Year | 5.4% | 8.86% |
SIP Return Analysis
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 2.63% |
| 1 Year | 9.06% | 8.89% |
| 3 Year | 8.09% | 8.03% |
| 5 Year | 6.24% | 8.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.43% | 8.13% |
| 3 Year | 6.66% | 7.49% |
| 5 Year | 6.72% | 7.12% |
Risk Management
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.289% | 4.312% |
| Sharp | -0.354% | 0.478% |
| Beta | 1.057% | -0.271% |
| Alpha | -0.729% | 2.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sunil Madhukar Patil |
| Total AUM | ₹520687 Cr | ₹6910 Cr |
| Funds Managed | 40 | 4 |
| HDFC Income Fund - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Income Fund - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Income Fund - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.21%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.19%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.18%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns12.18%
HDFC Income Fund - Growth Option
3Y Returns6.22%
Nippon India Income Fund - Growth Plan Growth Option
3Y Returns6.98%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.43%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.75%
