Aditya Birla Sun Life Income Fund vs UTI Medium to Long Duration Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2212 Cr | ₹316 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 21 Oct 1995 | 18 Jul 1998 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium to Long Duration Fund AIII Index | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.16 | 1.61 |
Manager | Dhaval Joshi | Sunil Madhukar Patil |
ISIN Code | INF209K01579 | INF789F01406 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.2% | 2.55% |
6 Month | 4.53% | 4.95% |
1 Year | 10.36% | 10.54% |
3 Year | 7.04% | 10.07% |
5 Year | 6.93% | 9.05% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.3% | 3.57% |
1 Year | 10.46% | 11.12% |
3 Year | 8.49% | 8.61% |
5 Year | 6.96% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 9.37% | 8.13% |
3 Year | 8.25% | 7.49% |
5 Year | 8.4% | 7.12% |
Risk Management
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.143% | 4.312% |
Sharp | -0.318% | 0.478% |
Beta | 0.985% | -0.271% |
Alpha | -0.611% | 2.074% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Sunil Madhukar Patil |
Total AUM | ₹361932 Cr | ₹6910 Cr |
Funds Managed | 55 | 4 |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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