HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund compare
HSBC Medium to Long Duration Fund - Regular Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹46 Cr | ₹301 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Dec 2002 | 17 May 1998 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 27% | 78% |
| Expense Ratio | 1.92 | 1.62 |
| Manager | Shriram Ramanathan | Sunil Madhukar Patil |
| ISIN Code | INF336L01776 | INF789F01406 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.87% | 0.9% |
| 6 Month | 3.89% | 4.06% |
| 1 Year | 7.41% | 7.53% |
| 3 Year | 4.21% | 10.2% |
| 5 Year | 4.66% | 6.3% |
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.28% | 3.36% |
| 3 Year | 7.71% | 12.07% |
| 5 Year | 11.38% | 21.19% |
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 3.96% | 6.65% |
| 3 Year | 8.93% | 18.3% |
| 5 Year | 11.82% | 21.91% |
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.34% | 5.92% |
| Sharp | -0.67% | 0.69% |
| Beta | 1.24% | 0.38% |
| Alpha | -1.52% | 4.13% |
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| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Shriram Ramanathan | Sunil Madhukar Patil |
| Total AUM | ₹32638 Cr | ₹6910 Cr |
| Fund Manage | 11 | 4 |
| HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Sovereign | 73.33 | 66.3 |
| Others | 21.15 | 8.65 |
| Financial | 5.52 | 18.36 |
| Capital Goods | - | 6.69 |
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