SUNDARAM MEDIUM DURATION FUND Regular Plan vs UTI Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹40 Cr | ₹44 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 2015 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | Nifty Medium Duration Debt Index A-III |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.5 | 2.18 |
| Manager | Ritesh Nambiar | Dwijendra Srivastava |
| ISIN Code | INF789FB1JU4 | INF903J01FQ2 |
| Exits Load | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.75% | 0.6% |
| 6 Month | 4.02% | 3.23% |
| 1 Year | 7.66% | 6.22% |
| 3 Year | 5.37% | 3.92% |
| 5 Year | 4.52% | 4.1% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.5% | 6.03% |
| 3 Year | 6.66% | 5.35% |
| 5 Year | 5.93% | 4.34% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.11% | 6.59% |
| 3 Year | 4.83% | 6.53% |
| 5 Year | 4.41% | 6.66% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.25% | 1.84% |
| Sharp | 0.15% | -1.17% |
| Beta | 0.83% | 0.94% |
| Alpha | 0.39% | -2.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Ritesh Nambiar | Dwijendra Srivastava |
| Total AUM | ₹2329 Cr | ₹14140 Cr |
| Fund Manage | 3 | 14 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100.02 | 100.01 |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100.02 | 100.01 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Invesco India Multicap Fund - Growth Option
3Y Returns19.63%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Nippon India Large Cap Fund- Growth Plan -Growth Option
3Y Returns20.89%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns7.2%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns0%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.09%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns5.57%