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 Moderately High
Asset Size (Cr) ₹380 Cr ₹40 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 29 Apr 1997 30 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 1.59
Manager Vivekanand Ramakrishnan Ritesh Nambiar
ISIN Code INF740K01557 INF789FB1JU4
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.71% 0.79%
6 Month 3.93% 3.65%
1 Year 7.65% 7.06%
3 Year 5.47% 6.03%
5 Year 5.98% 4.33%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.32% 3.1%
3 Year 9.36% 8.89%
5 Year 15.04% 13.64%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 5.25% 3.99%
3 Year 12.03% 10.97%
5 Year 15.37% 13.98%

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 99.97

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Sovereign 17.01 43.73
Energy 15.04 -
Financial 66.08 13.53
Others 1.87 22.95
Consumer Staples - 9.9
Automobile - 4.89
Construction - 4.97

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