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Nippon India Strategic Debt Fund vs UTI Medium Duration Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Fund Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹115 Cr ₹39 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 26 Jun 2014 31 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index CRISIL Medium Term Debt TRI
Turn Over 0.0% 24%
Expense Ratio 1.1 1.49
Manager Sushil Budhia Ritesh Nambiar
ISIN Code INF204KA1PZ1 INF789FB1JU4
Exits Load Nippon India Strategic Debt 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 Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 1.18% 1.13%
6 Month 4.05% 3.64%
1 Year 8.56% 7.9%
3 Year 6.32% 6.07%
5 Year 7.63% 5.62%

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 2.58% 2.46%
1 Year 8.83% 8.33%
3 Year 7.85% 7.37%
5 Year 7.83% 6.41%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.72% 6.19%
3 Year 5.1% 4.88%
5 Year -1.01% 4.43%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.541% 1.436%
Sharp -0.387% -0.542%
Beta 1.146% 1.21%
Alpha -0.466% -0.63%

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Fund Managers

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Name Sushil Budhia Ritesh Nambiar
Total AUM ₹29447 Cr ₹2329 Cr
Funds Managed 11 3
Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

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