UTI Medium Duration Fund vs DSP Bond Fund compare

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tortoise-icon DSP Bond Fund - Growth

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

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Chart Comparison

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

Overview

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Fund DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹376 Cr ₹40 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 29 Apr 1997 31 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund BIII Index CRISIL Medium Term Debt TRI
Turn Over 78% 24%
Expense Ratio 0.77 1.5
Manager Vivekanand Ramakrishnan Ritesh Nambiar
ISIN Code INF740K01557 INF789FB1JU4
Exits Load Data not available./365 UTI 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 DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.55% 0.58%
6 Month 3.8% 3.89%
1 Year 7.81% 7.65%
3 Year 6.02% 5.57%
5 Year 6.16% 4.66%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.28% 7.25%
3 Year 7.01% 6.68%
5 Year 6.1% 5.97%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.91% 6.11%
3 Year 6.81% 4.83%
5 Year 6.66% 4.41%

Risk Management

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.53% 2.25%
Sharp -0.25% 0.15%
Beta 0.78% 0.83%
Alpha -0.35% 0.39%

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Fund Managers

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Name Vivekanand Ramakrishnan Ritesh Nambiar
Total AUM ₹3101 Cr ₹2329 Cr
Fund Manage 3 3
DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100.02

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