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 | Moderate |
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 | 1.71% | 1.78% |
6 Month | 5.1% | 4.76% |
1 Year | 9.72% | 9.34% |
3 Year | 7.53% | 6.78% |
5 Year | 7.23% | 5.58% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.92% | 3.05% |
1 Year | 10.09% | 10% |
3 Year | 8.36% | 7.95% |
5 Year | 7.32% | 6.78% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.48% | 6.19% |
3 Year | 7.36% | 4.88% |
5 Year | 7.54% | 4.43% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.173% | 1.436% |
Sharp | 0.15% | -0.542% |
Beta | 0.982% | 1.21% |
Alpha | 0.222% | -0.63% |
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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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 99.82 | 100 |
Financial Services | 0.18 | - |
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