UTI Medium Duration Fund vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Moderately High |
| Asset Size (Cr) | ₹5990 Cr | ₹40 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2003 | 30 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 | 1.21 | 1.59 |
| Manager | Pradeep Kesavan | Ritesh Nambiar |
| ISIN Code | INF200K01719 | INF789FB1JU4 |
| Exits Load | For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.5% | 0.38% |
| 6 Month | 4.42% | 4.18% |
| 1 Year | 8.24% | 7.95% |
| 3 Year | 6.01% | 5.26% |
| 5 Year | 7.07% | 4.45% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.21% | 7.8% |
| 3 Year | 7.22% | 6.58% |
| 5 Year | 6.58% | 5.85% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.72% | 6.11% |
| 3 Year | 8.38% | 4.83% |
| 5 Year | 7.95% | 4.41% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.34% | 2.25% |
| Sharp | 0.03% | 0.15% |
| Beta | 0.67% | 0.83% |
| Alpha | 0.08% | 0.39% |
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| 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 |
| Fund Manage | 43 | 3 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.97 |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.25 | 22.95 |
| Sovereign | 24.89 | 43.73 |
| Financial | 30.28 | 13.53 |
| Capital Goods | 6.79 | - |
| Consumer Staples | 0.16 | 9.9 |
| Communication | 3.68 | - |
| Metals & Mining | 3.83 | - |
| Construction | 11.39 | 4.97 |
| Energy | 5.73 | - |
| Automobile | - | 4.89 |
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