- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ICICI Prudential Medium Term Bond Fund vs UTI Medium Duration Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderate Risk |
| Asset Size (Cr) | ₹5695 Cr | ₹39 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 Sep 2004 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 1.35 | 1.49 |
| Manager | Manish Banthia | Ritesh Nambiar |
| ISIN Code | INF109K01AH4 | INF789FB1JU4 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.64% | 0.59% |
| 6 Month | 3.9% | 3.59% |
| 1 Year | 7.97% | 7.35% |
| 3 Year | 6.62% | 5.68% |
| 5 Year | 6.72% | 4.71% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 8.01% | 7.34% |
| 3 Year | 7.49% | 6.83% |
| 5 Year | 6.86% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.45% | 6.19% |
| 3 Year | 7.36% | 4.88% |
| 5 Year | 7.55% | 4.43% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.171% | 1.447% |
| Sharp | 0.271% | -0.539% |
| Beta | 0.987% | 1.178% |
| Alpha | 0.284% | -0.714% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Banthia | Ritesh Nambiar |
| Total AUM | ₹239319 Cr | ₹2329 Cr |
| Fund Manage | 19 | 3 |
| ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.99 | 100.02 |
| Small Cap | 0.97 | - |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.99 | 100.02 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.77%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.3%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns6.74%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.01%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns10.37%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.55%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns5.95%
