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
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 | Moderately High |
Asset Size (Cr) | ₹5990 Cr | ₹40 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 12 Nov 2003 | 30 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 | 1.21 | 1.59 |
Manager | Pradeep Kesavan | Ritesh Nambiar |
ISIN Code | INF200K01719 | INF789FB1JU4 |
Exits Load | For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.79% | 0.79% |
6 Month | 4% | 3.65% |
1 Year | 7.59% | 7.06% |
3 Year | 5.76% | 6.03% |
5 Year | 7.05% | 4.33% |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.3% | 3.1% |
3 Year | 9.72% | 8.89% |
5 Year | 16.65% | 13.64% |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.1% | 3.99% |
3 Year | 13.58% | 10.97% |
5 Year | 17.16% | 13.98% |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.34% | 2.25% |
Sharp | 0.03% | 0.15% |
Beta | 0.67% | 0.83% |
Alpha | 0.08% | 0.39% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 43 | 3 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.97 |
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Sovereign | 24.89 | 43.73 |
Construction | 11.39 | 4.97 |
Capital Goods | 6.79 | - |
Financial | 30.28 | 13.53 |
Metals & Mining | 3.83 | - |
Communication | 3.68 | - |
Others | 13.25 | 22.95 |
Energy | 5.73 | - |
Consumer Staples | 0.16 | 9.9 |
Automobile | - | 4.89 |
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