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

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

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

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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) ₹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

Trailing Lumpsum Returns

Scheme Name HSBC Medium to Long Duration Fund - Regular Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.16% 0.33%
6 Month 4.35% 4.87%
1 Year 8.47% 9.1%
3 Year 4.38% 7.93%
5 Year 4.87% 7.04%

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 7.81% 8.73%
3 Year 6.17% 7.93%
5 Year 4.98% 8.33%

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%

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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 21.15 8.65
Sovereign 73.33 66.3
Financial 5.52 18.36
Capital Goods - 6.69

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