UTI Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Invest NowUTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1861 Cr | ₹40 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 25 Mar 2009 | 30 Mar 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
Turn Over | 78% | 24% |
Expense Ratio | 1.58 | 1.59 |
Manager | Dhaval Joshi | Ritesh Nambiar |
ISIN Code | INF209K01603 | INF789FB1JU4 |
Exits Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.8% | 0.79% |
6 Month | 4.46% | 3.65% |
1 Year | 8.01% | 7.06% |
3 Year | 12.77% | 6.03% |
5 Year | 8.81% | 4.33% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.21% | 3.1% |
3 Year | 17.2% | 8.89% |
5 Year | 31.16% | 13.64% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.78% | 3.99% |
3 Year | 27.67% | 10.97% |
5 Year | 32.18% | 13.98% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.4% | 2.25% |
Sharp | 0.71% | 0.15% |
Beta | 1.35% | 0.83% |
Alpha | 6.74% | 0.39% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Ritesh Nambiar |
Total AUM | ₹361932 Cr | ₹2329 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.01 | 99.97 |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.36 | 22.95 |
Sovereign | 47.56 | 43.73 |
Metals & Mining | 2.69 | - |
Financial | 29.59 | 13.53 |
Construction | 10.11 | 4.97 |
Consumer Staples | 0.54 | 9.9 |
Services | 1.34 | - |
Communication | 2.38 | - |
Chemicals | 1.07 | - |
Energy | 1.37 | - |
Automobile | - | 4.89 |
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