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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Get Free Experts GuidanceScheme 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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