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SBI Magnum Income Fund vs UTI Medium to Long Duration Fund compare
SBI Magnum Income Fund-Regular Plan-Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2162 Cr | ₹322 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Nov 1998 | 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 | 78% | 78% |
| Expense Ratio | 1.46 | 1.61 |
| Manager | Pradeep Kesavan | Sunil Madhukar Patil |
| ISIN Code | INF200K01594 | INF789F01406 |
| Exits Load | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.91% | 0.88% |
| 6 Month | 1.83% | 1.5% |
| 1 Year | 6.69% | 6.63% |
| 3 Year | 7.63% | 7.41% |
| 5 Year | 5.79% | 8.12% |
SIP Return Analysis
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.91% | 0.82% |
| 1 Year | 5.75% | 5.62% |
| 3 Year | 7.19% | 7.11% |
| 5 Year | 6.62% | 7.92% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.09% | 8.15% |
| 3 Year | 7.4% | 7.54% |
| 5 Year | 7.38% | 7.25% |
Risk Management
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.96% | 2.26% |
| Sharp | 0.30% | 0.16% |
| Beta | 1.03% | 1.21% |
| Alpha | -0.61% | -1.02% |
Fund Managers
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sunil Madhukar Patil |
| Total AUM | ₹434274 Cr | ₹6910 Cr |
| Funds Managed | 43 | 4 |
| SBI Magnum Income Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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