BANDHAN Bond Fund vs UTI Medium Duration Fund compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1530 Cr ₹40 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 08 Jul 2003 30 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III CRISIL Medium Term Debt TRI
Turn Over 78% 24%
Expense Ratio 1.31 1.59
Manager Sreejith Balasubramanian Ritesh Nambiar
ISIN Code INF194K01JU0 INF789FB1JU4
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.79% 0.79%
6 Month 3.79% 3.65%
1 Year 7.49% 7.06%
3 Year 4.58% 6.03%
5 Year 5.5% 4.33%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.23% 3.1%
3 Year 8.15% 8.89%
5 Year 12.92% 13.64%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 4.69% 3.99%
3 Year 10.23% 10.97%
5 Year 13.23% 13.98%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 2.07% 2.25%
Sharp -0.58% 0.15%
Beta 0.99% 0.83%
Alpha -1.15% 0.39%

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Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Name Sreejith Balasubramanian Ritesh Nambiar
Total AUM ₹66149 Cr ₹2329 Cr
Fund Manage 14 3
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 99.97

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Sovereign 46.89 43.73
Financial 49.95 13.53
Others 3.16 22.95
Consumer Staples - 9.9
Automobile - 4.89
Construction - 4.97

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