DSP Bond Fund vs UTI Medium Duration Fund compare

Link copied to clipboard!

tortoise-icon DSP Bond Fund - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Fund DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹380 Cr ₹40 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 29 Apr 1997 30 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund BIII Index CRISIL Medium Term Debt TRI
Turn Over 78% 24%
Expense Ratio 0.77 1.59
Manager Vivekanand Ramakrishnan Ritesh Nambiar
ISIN Code INF740K01557 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 DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.65% 0.79%
6 Month 4.61% 3.65%
1 Year 8.32% 7.06%
3 Year 5.75% 6.03%
5 Year 6.2% 4.33%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.32% 3.1%
3 Year 9.36% 8.89%
5 Year 15.04% 13.64%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.92% 6.13%
3 Year 6.81% 4.82%
5 Year 6.66% 4.41%

Risk Management

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.53% 2.25%
Sharp -0.25% 0.15%
Beta 0.78% 0.83%
Alpha -0.35% 0.39%

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 DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Name Vivekanand Ramakrishnan Ritesh Nambiar
Total AUM ₹3101 Cr ₹2329 Cr
Fund Manage 3 3
DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 99.97

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 1.87 22.95
Sovereign 17.01 43.73
Financial 66.08 13.53
Energy 15.04 -
Consumer Staples - 9.9
Automobile - 4.89
Construction - 4.97

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.4%

VS

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns20.38%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns11.1%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.08%

Compare Now

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns5.79%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns6.34%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.56%

Compare Now
Request call back
Add to Cart Successfully