Aditya Birla Sun Life Medium Term Plan vs UTI Medium Duration Fund compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1968 Cr | ₹40 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Mar 2009 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 1.58 | 1.5 |
| Manager | Dhaval Joshi | Ritesh Nambiar |
| ISIN Code | INF209K01603 | INF789FB1JU4 |
| Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.76% | 0.79% |
| 6 Month | 5.75% | 3.89% |
| 1 Year | 10.3% | 7.53% |
| 3 Year | 14.13% | 5.83% |
| 5 Year | 11.3% | 4.68% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.41% | 6.16% |
| 3 Year | 10.17% | 6.38% |
| 5 Year | 11.48% | 5.77% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.16% | 6.11% |
| 3 Year | 9.83% | 4.83% |
| 5 Year | 8.69% | 4.41% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.4% | 2.25% |
| Sharp | 0.71% | 0.15% |
| Beta | 1.35% | 0.83% |
| Alpha | 6.74% | 0.39% |
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| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Ritesh Nambiar |
| Total AUM | ₹361932 Cr | ₹2329 Cr |
| Fund Manage | 55 | 3 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.21 | 100.02 |
| Mid Cap | 0.6 | - |
| Small Cap | 4.23 | - |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.21 | 100.02 |
| Realty | 1.92 | - |
| Construction | 1.11 | - |
| Transport Infrastructure | 1.8 | - |
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