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 | 1.85% | 1.77% |
6 Month | 5.11% | 4.81% |
1 Year | 9.85% | 9.56% |
3 Year | 7.4% | 6.78% |
5 Year | 6.97% | 5.72% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.04% | 3.05% |
1 Year | 10.19% | 10% |
3 Year | 8.42% | 7.95% |
5 Year | 7.13% | 6.78% |
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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