Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Medium Duration Fund vs DSP Bond Fund compare

Link copied to clipboard!

tortoise-icon DSP Bond Fund - Growth

Invest Now

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

Invest Now

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) ₹306 Cr ₹39 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 0.75 1.49
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 2.12% 1.78%
6 Month 5.33% 4.76%
1 Year 9.99% 9.34%
3 Year 7.31% 6.78%
5 Year 6.35% 5.58%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 3.4% 3.05%
1 Year 10.85% 10%
3 Year 8.5% 7.95%
5 Year 6.94% 6.78%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.98% 6.19%
3 Year 6.8% 4.88%
5 Year 6.63% 4.43%

Risk Management

Scheme Name DSP Bond Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.497% 1.436%
Sharp -0.271% -0.542%
Beta 1.325% 1.21%
Alpha -0.287% -0.63%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Top Comparisons

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns8.1%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.05%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns20.98%

Compare Now

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns17.43%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.26%

Compare Now
Add to Cart Successfully