SBI Magnum Medium Duration Fund vs UTI Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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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 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) ₹6689 Cr ₹40 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 1.5
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 0.59% 0.58%
6 Month 3.98% 3.89%
1 Year 8.2% 7.65%
3 Year 6.34% 5.57%
5 Year 6.89% 4.66%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.62% 7.25%
3 Year 7.27% 6.68%
5 Year 6.54% 5.97%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 7.72% 6.11%
3 Year 8.38% 4.83%
5 Year 7.95% 4.41%

Risk Management

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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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
Fund Manage 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 100 100.02

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100.02

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