SUNDARAM MEDIUM DURATION FUND Regular Plan vs UTI Medium Duration Fund compare

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

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 99.97 99.99

Sector Allocation

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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