LIC MF Bond Fund vs UTI Medium to Long Duration Fund compare
LIC MF Bond Fund-Regular Plan-Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹185 Cr | ₹316 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Mar 1999 | 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 | 46% | 78% |
Expense Ratio | 1.22 | 1.61 |
Manager | Marzban Irani | Sunil Madhukar Patil |
ISIN Code | INF767K01923 | INF789F01406 |
Exits Load | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.75% | 1.65% |
6 Month | 3.83% | 3.64% |
1 Year | 8.79% | 8.43% |
3 Year | 6.89% | 9.23% |
5 Year | 5.67% | 8.85% |
SIP Return Analysis
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.76% | 2.63% |
1 Year | 9.34% | 8.89% |
3 Year | 8.25% | 8.03% |
5 Year | 6.53% | 8.54% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 7.69% | 8.13% |
3 Year | 7.28% | 7.49% |
5 Year | 7.39% | 7.12% |
Risk Management
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.22% | 4.312% |
Sharp | -0.055% | 0.478% |
Beta | 1.017% | -0.271% |
Alpha | -0.079% | 2.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Marzban Irani | Sunil Madhukar Patil |
Total AUM | ₹1914 Cr | ₹6910 Cr |
Funds Managed | 6 | 4 |
LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
LIC MF Bond Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
LIC MF Bond Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns23.23%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns9.18%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns15.36%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns13.34%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns11.37%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns4.69%