DSP Bond Fund vs UTI Medium Duration Fund compare
DSP Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate |
Asset Size (Cr) | ₹306 Cr | ₹39 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Apr 1997 | 31 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 | 0.75 | 1.49 |
Manager | Vivekanand Ramakrishnan | Ritesh Nambiar |
ISIN Code | INF740K01557 | INF789FB1JU4 |
Exits Load | Data not available./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.49% | 1.13% |
6 Month | 4.02% | 3.64% |
1 Year | 8.43% | 7.9% |
3 Year | 6.53% | 6.07% |
5 Year | 6.24% | 5.62% |
SIP Return Analysis
Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.86% | 2.46% |
1 Year | 9.05% | 8.33% |
3 Year | 7.89% | 7.37% |
5 Year | 6.58% | 6.41% |
Rolling Lumpsum Returns
Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.98% | 6.19% |
3 Year | 6.8% | 4.88% |
5 Year | 6.63% | 4.43% |
Risk Management
Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.497% | 1.436% |
Sharp | -0.271% | -0.542% |
Beta | 1.325% | 1.21% |
Alpha | -0.287% | -0.63% |
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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 |
Funds Managed | 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 | 100 |
Sector Allocation
Scheme Name |
DSP Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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