UTI Medium to Long Duration Fund vs HDFC Income Fund compare

Link copied to clipboard!

tortoise-icon HDFC Income Fund - Growth Option

Invest Now

tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹812 Cr ₹301 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Sep 2000 17 May 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 1.62
Manager Dhruv Muchhal Sunil Madhukar Patil
ISIN Code INF179K01962 INF789F01406
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.94% 0.9%
6 Month 4.48% 4.06%
1 Year 8.56% 7.53%
3 Year 4.83% 10.2%
5 Year 5.34% 6.3%

SIP Return Analysis

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 3.89% 3.36%
3 Year 8.98% 12.07%
5 Year 13.2% 21.19%

Rolling Lumpsum Returns

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 4.54% 6.65%
3 Year 10.34% 18.3%
5 Year 13.76% 21.91%

Risk Management

Scheme Name HDFC Income Fund - Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.34% 5.92%
Sharp -0.49% 0.69%
Beta 1.31% 0.38%
Alpha -1.07% 4.13%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 0.25 8.65
Realty 0.45 -
Sovereign - 66.3
Financial - 18.36
Capital Goods - 6.69

Top Comparisons

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns17.66%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns16.18%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.25%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns5.7%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns27.38%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns0%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully