SUNDARAM MEDIUM DURATION FUND Regular Plan vs UTI Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowSUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Invest NowChart 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 | 0.34% | 0.26% |
6 Month | 3.98% | 3.32% |
1 Year | 7.67% | 6.44% |
3 Year | 5.21% | 3.81% |
5 Year | 4.35% | 3.94% |
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.8% | 6.37% |
3 Year | 6.58% | 5.27% |
5 Year | 5.85% | 4.3% |
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% |
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Get Free Experts GuidanceScheme 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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