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 | Moderately High |
| Asset Size (Cr) | ₹1861 Cr | ₹40 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Mar 2009 | 30 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 | 1.59 |
| Manager | Dhaval Joshi | Ritesh Nambiar |
| ISIN Code | INF209K01603 | INF789FB1JU4 |
| Exits Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.8% | 0.79% |
| 6 Month | 4.46% | 3.65% |
| 1 Year | 8.01% | 7.06% |
| 3 Year | 12.77% | 6.03% |
| 5 Year | 8.81% | 4.33% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 3.1% |
| 3 Year | 17.2% | 8.89% |
| 5 Year | 31.16% | 13.64% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.78% | 3.99% |
| 3 Year | 27.67% | 10.97% |
| 5 Year | 32.18% | 13.98% |
| 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 | 100.01 | 99.97 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.36 | 22.95 |
| Sovereign | 47.56 | 43.73 |
| Metals & Mining | 2.69 | - |
| Financial | 29.59 | 13.53 |
| Construction | 10.11 | 4.97 |
| Consumer Staples | 0.54 | 9.9 |
| Services | 1.34 | - |
| Communication | 2.38 | - |
| Chemicals | 1.07 | - |
| Energy | 1.37 | - |
| Automobile | - | 4.89 |
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