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SBI Magnum Medium Duration Fund vs UTI Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹6552 Cr | ₹39 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2003 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
| Turn Over | 252% | 24% |
| Expense Ratio | 1.22 | 1.49 |
| Manager | Pradeep Kesavan | Ritesh Nambiar |
| ISIN Code | INF200K01719 | INF789FB1JU4 |
| Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.23% | 1.18% |
| 6 Month | 3.77% | 3.55% |
| 1 Year | 8.31% | 7.9% |
| 3 Year | 6.74% | 6.06% |
| 5 Year | 6.81% | 5.57% |
SIP Return Analysis
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 2.46% |
| 1 Year | 8.63% | 8.33% |
| 3 Year | 7.89% | 7.37% |
| 5 Year | 6.82% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.79% | 6.19% |
| 3 Year | 8.34% | 4.88% |
| 5 Year | 7.91% | 4.43% |
Risk Management
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.341% | 1.436% |
| Sharp | -0.046% | -0.542% |
| Beta | 1.163% | 1.21% |
| Alpha | 0.018% | -0.63% |
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Fund Managers
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ritesh Nambiar |
| Total AUM | ₹434274 Cr | ₹2329 Cr |
| Funds Managed | 43 | 3 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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