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 | Moderately High | Moderate |
| Asset Size (Cr) | ₹40 Cr | ₹42 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 30 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 | 1.59 | 2.16 |
| Manager | Ritesh Nambiar | Dwijendra Srivastava |
| ISIN Code | INF789FB1JU4 | INF903J01FQ2 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.79% | 0.63% |
| 6 Month | 3.65% | 3.13% |
| 1 Year | 7.06% | 6.07% |
| 3 Year | 6.03% | 3.6% |
| 5 Year | 4.33% | 4.01% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.1% | 2.61% |
| 3 Year | 8.89% | 6.63% |
| 5 Year | 13.64% | 9.86% |
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 3.99% | 3.45% |
| 3 Year | 10.97% | 7.79% |
| 5 Year | 13.98% | 10.22% |
| 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% |
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| 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 | 99.97 | 99.99 |
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 22.95 | 16.43 |
| Sovereign | 43.73 | 79 |
| Consumer Staples | 9.9 | 2.28 |
| Financial | 13.53 | - |
| Automobile | 4.89 | - |
| Construction | 4.97 | - |
| Communication | - | 2.28 |
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