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 Risk | Moderate Risk |
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 | 0.56% | 0.59% |
6 Month | 3.82% | 3.59% |
1 Year | 8.07% | 7.35% |
3 Year | 5.89% | 5.68% |
5 Year | 1.37% | 4.71% |
SIP Return Analysis
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.9% | 7.34% |
3 Year | 7.28% | 6.83% |
5 Year | 7.39% | 6.09% |
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% | 1.447% |
Sharp | -0.281% | -0.539% |
Beta | 1.152% | 1.178% |
Alpha | -0.405% | -0.714% |
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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 |
Fund Manage | 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 | 100.02 |
Sector Allocation
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.02 |
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