Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 1.85% 1.77%
6 Month 5.11% 4.81%
1 Year 9.85% 9.56%
3 Year 7.4% 6.78%
5 Year 6.97% 5.72%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 3.04% 3.05%
1 Year 10.19% 10%
3 Year 8.42% 7.95%
5 Year 7.13% 6.78%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns10.18%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns16.76%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns12.43%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.43%

Compare Now

Templeton India Equity Income Fund-Growth Plan Templeton India Equity Income Fund-Growth Plan

3Y Returns15.99%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns13.92%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now
Add to Cart Successfully