HSBC Medium Duration Fund vs UTI Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹40 Cr | ₹806 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 30 Mar 2015 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 24% | 54% |
| Expense Ratio | 1.59 | 1.1 |
| Manager | Ritesh Nambiar | Shriram Ramanathan |
| ISIN Code | INF789FB1JU4 | INF917K01TH0 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 | Nil/365 |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.79% | 0.76% |
| 6 Month | 3.65% | 4% |
| 1 Year | 7.06% | 7.73% |
| 3 Year | 6.03% | 5.47% |
| 5 Year | 4.33% | 6.39% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.1% | 3.49% |
| 3 Year | 8.89% | 9.53% |
| 5 Year | 13.64% | 15.97% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 3.99% | 5.64% |
| 3 Year | 10.97% | 12.89% |
| 5 Year | 13.98% | 16.44% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.25% | 1.55% |
| Sharp | 0.15% | -0.14% |
| Beta | 0.83% | 0.79% |
| Alpha | 0.39% | -0.18% |
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| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Ritesh Nambiar | Shriram Ramanathan |
| Total AUM | ₹2329 Cr | ₹32638 Cr |
| Fund Manage | 3 | 11 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 99.97 | 100 |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 22.95 | 0.89 |
| Sovereign | 43.73 | 37.52 |
| Consumer Staples | 9.9 | - |
| Financial | 13.53 | 43.59 |
| Automobile | 4.89 | - |
| Construction | 4.97 | 7.8 |
| Diversified | - | 1.58 |
| Energy | - | 4.72 |
| Communication | - | 3.22 |
| Capital Goods | - | 0.6 |
| Materials | - | 0.08 |
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