HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund compare

Link copied to clipboard!

tortoise-icon HSBC Medium to Long Duration Fund - Regular Growth

Invest Now

tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

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) ₹50 Cr ₹313 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 10 Dec 2002 18 Jul 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 1.9 1.62
Manager Shriram Ramanathan Sunil Madhukar Patil
ISIN Code INF336L01776 INF789F01406
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Medium to Long Duration Fund - Regular Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.59% 0.54%
6 Month 3.46% 4.03%
1 Year 7.65% 8.51%
3 Year 4.81% 8.42%
5 Year 4.91% 7.94%

SIP Return Analysis

Scheme Name HSBC Medium to Long Duration Fund - Regular Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 6.32% 7.34%
3 Year 6.08% 7.57%
5 Year 4.89% 8.26%

Rolling Lumpsum Returns

Scheme Name HSBC Medium to Long Duration Fund - Regular Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 5.99% 8.09%
3 Year 6.86% 7.45%
5 Year 7.02% 7.14%

Risk Management

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%

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 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

Market Cap

Scheme Name

HSBC Medium to Long Duration Fund - Regular Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HSBC Medium to Long Duration Fund - Regular Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Top Comparisons

ICICI Prudential Debt Management Fund (FOF) - Growth ICICI Prudential Debt Management Fund (FOF) - Growth

3Y Returns6.69%

VS

ICICI Prudential Debt Management Fund (FOF) - Growth ICICI Prudential Debt Management Fund (FOF) - Growth

3Y Returns6.69%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns18.31%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns16.62%

Compare Now

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns12.24%

VS

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns14.38%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns14.48%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns17.16%

Compare Now
Request call back
Add to Cart Successfully