UTI Medium Duration Fund vs HSBC Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹39 Cr | ₹744 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 2015 | 02 Feb 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Term Debt TRI | NIFTY Medium Duration Debt Index B-III |
Turn Over | 24% | 54% |
Expense Ratio | 1.49 | 1.1 |
Manager | Ritesh Nambiar | Shriram Ramanathan |
ISIN Code | INF789FB1JU4 | INF917K01TH0 |
Exits Load | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Month | 1.18% | 1.4% |
6 Month | 3.55% | 3.95% |
1 Year | 7.9% | 8.54% |
3 Year | 6.06% | 6.52% |
5 Year | 5.57% | 6.31% |
SIP Return Analysis
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.46% | 2.8% |
1 Year | 8.33% | 9.02% |
3 Year | 7.37% | 8% |
5 Year | 6.41% | 6.84% |
Rolling Lumpsum Returns
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 6.19% | 7.09% |
3 Year | 4.88% | 6.1% |
5 Year | 4.43% | 6.39% |
Risk Management
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.436% | 1.516% |
Sharp | -0.542% | -0.245% |
Beta | 1.21% | 1.306% |
Alpha | -0.63% | -0.255% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Name | Ritesh Nambiar | Shriram Ramanathan |
Total AUM | ₹2329 Cr | ₹32638 Cr |
Funds Managed | 3 | 11 |
UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns14.63%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns1.88%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Franklin India Smaller Companies Fund-Growth
3Y Returns19.58%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns20.69%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns8.9%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns14.3%