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
Overview
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) | ₹39 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 | 1.49 | 2.19 |
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 |
Trailing Lumpsum Returns
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.13% | 1.01% |
6 Month | 3.64% | 2.86% |
1 Year | 7.9% | 6.54% |
3 Year | 6.07% | 4.63% |
5 Year | 5.62% | 4.24% |
SIP Return Analysis
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.46% | 2.09% |
1 Year | 8.33% | 6.91% |
3 Year | 7.37% | 6.08% |
5 Year | 6.41% | 4.75% |
Rolling Lumpsum Returns
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 6.19% | 6.57% |
3 Year | 4.88% | 6.49% |
5 Year | 4.43% | 6.63% |
Risk Management
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.436% | 1.81% |
Sharp | -0.542% | -1.215% |
Beta | 1.21% | 1.575% |
Alpha | -0.63% | -1.945% |
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Fund Managers
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 |
Funds Managed | 3 | 14 |
UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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