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UTI Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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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 SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Fund SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹6552 Cr ₹39 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 12 Nov 2003 31 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Term Debt TRI
Turn Over 252% 24%
Expense Ratio 1.22 1.49
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01719 INF789FB1JU4
Exits Load SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 1.23% 1.18%
6 Month 3.77% 3.55%
1 Year 8.31% 7.9%
3 Year 6.74% 6.06%
5 Year 6.81% 5.57%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 2.55% 2.46%
1 Year 8.63% 8.33%
3 Year 7.89% 7.37%
5 Year 6.82% 6.41%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 7.79% 6.19%
3 Year 8.34% 4.88%
5 Year 7.91% 4.43%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.341% 1.436%
Sharp -0.046% -0.542%
Beta 1.163% 1.21%
Alpha 0.018% -0.63%

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Fund Managers

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Funds Managed 43 3
SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

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