UTI Medium Duration Fund vs Nippon India Strategic Debt Fund compare
Nippon India Strategic Debt Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹39 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 Jun 2014 | 31 Mar 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
Turn Over | 0.0% | 24% |
Expense Ratio | 1.1 | 1.49 |
Manager | Sushil Budhia | Ritesh Nambiar |
ISIN Code | INF204KA1PZ1 | INF789FB1JU4 |
Exits Load | Nippon India Strategic Debt 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.18% | 1.13% |
6 Month | 4.05% | 3.64% |
1 Year | 8.56% | 7.9% |
3 Year | 6.32% | 6.07% |
5 Year | 7.63% | 5.62% |
SIP Return Analysis
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.58% | 2.46% |
1 Year | 8.83% | 8.33% |
3 Year | 7.85% | 7.37% |
5 Year | 7.83% | 6.41% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.72% | 6.19% |
3 Year | 5.1% | 4.88% |
5 Year | -1.01% | 4.43% |
Risk Management
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.541% | 1.436% |
Sharp | -0.387% | -0.542% |
Beta | 1.146% | 1.21% |
Alpha | -0.466% | -0.63% |
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Fund Managers
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sushil Budhia | Ritesh Nambiar |
Total AUM | ₹29447 Cr | ₹2329 Cr |
Funds Managed | 11 | 3 |
Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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