UTI Medium Duration Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5917 Cr | ₹40 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 Sep 2004 | 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 | 1.35 | 1.5 |
| Manager | Manish Banthia | Ritesh Nambiar |
| ISIN Code | INF109K01AH4 | INF789FB1JU4 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.75% | 0.58% |
| 6 Month | 4.16% | 3.89% |
| 1 Year | 8.23% | 7.65% |
| 3 Year | 6.6% | 5.57% |
| 5 Year | 6.98% | 4.66% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 7.84% | 7.25% |
| 3 Year | 7.34% | 6.68% |
| 5 Year | 6.79% | 5.97% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.42% | 6.11% |
| 3 Year | 7.38% | 4.83% |
| 5 Year | 7.57% | 4.41% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.21% | 2.25% |
| Sharp | 0.25% | 0.15% |
| Beta | 0.64% | 0.83% |
| Alpha | 0.33% | 0.39% |
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| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Banthia | Ritesh Nambiar |
| Total AUM | ₹239319 Cr | ₹2329 Cr |
| Fund Manage | 19 | 3 |
| ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.99 | 100.02 |
| Small Cap | 0.97 | - |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.99 | 100.02 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
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