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 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

Trailing Lumpsum Returns

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%

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 3.3% 3.1%
3 Year 9.72% 8.89%
5 Year 16.65% 13.64%

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% 6.13%
3 Year 8.38% 4.82%
5 Year 7.96% 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 99.97

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 13.25 22.95
Sovereign 24.89 43.73
Financial 30.28 13.53
Capital Goods 6.79 -
Consumer Staples 0.16 9.9
Communication 3.68 -
Metals & Mining 3.83 -
Construction 11.39 4.97
Energy 5.73 -
Automobile - 4.89

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

3Y Returns5.76%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.03%

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