UTI Medium Duration Fund vs Nippon India Strategic Debt Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate Moderately High
Asset Size (Cr) ₹118 Cr ₹40 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jun 2014 30 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 1.05 1.59
Manager Sushil Budhia Ritesh Nambiar
ISIN Code INF204KA1PZ1 INF789FB1JU4
Exits Load Exit load of 1% if redeemed within 12 months/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.48% 0.35%
6 Month 4.36% 3.99%
1 Year 8.2% 7.67%
3 Year 5.56% 5.22%
5 Year 0.78% 4.35%

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.45% 7.8%
3 Year 6.99% 6.58%
5 Year 6.72% 5.85%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.64% 6.11%
3 Year 4.58% 4.83%
5 Year -1.03% 4.41%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 8.15% 2.25%
Sharp 0.47% 0.15%
Beta 0.18% 0.83%
Alpha 3.87% 0.39%

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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 99.97

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 11.08 22.95
Sovereign 31.14 43.73
Metals & Mining 4.24 -
Construction 12.75 4.97
Financial 21.51 13.53
Consumer Staples 8.45 9.9
Capital Goods 4.22 -
Communication 6.61 -
Automobile - 4.89

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