UTI Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
UTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowSUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹40 Cr | ₹42 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 30 Mar 2015 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Term Debt TRI | Nifty Medium Duration Debt Index A-III |
Turn Over | 24% | 78% |
Expense Ratio | 1.59 | 2.16 |
Manager | Ritesh Nambiar | Dwijendra Srivastava |
ISIN Code | INF789FB1JU4 | INF903J01FQ2 |
Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 12 months./365 |
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 0.31% | 0.25% |
6 Month | 3.84% | 3.17% |
1 Year | 7.7% | 6.43% |
3 Year | 5.2% | 3.79% |
5 Year | 4.35% | 3.91% |
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.03% | - |
3 Year | 6.41% | - |
5 Year | 5.72% | - |
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 6.11% | 6.59% |
3 Year | 4.83% | 6.53% |
5 Year | 4.41% | 6.66% |
Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.25% | 1.84% |
Sharp | 0.15% | -1.17% |
Beta | 0.83% | 0.94% |
Alpha | 0.39% | -2.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Ritesh Nambiar | Dwijendra Srivastava |
Total AUM | ₹2329 Cr | ₹14140 Cr |
Fund Manage | 3 | 14 |
UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 99.97 | 99.99 |
Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 22.95 | 16.43 |
Sovereign | 43.73 | 79 |
Consumer Staples | 9.9 | 2.28 |
Financial | 13.53 | - |
Automobile | 4.89 | - |
Construction | 4.97 | - |
Communication | - | 2.28 |
Top Comparisons
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns6.21%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns5.63%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns15.4%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns28.95%
LIC MF Infrastructure Fund-Growth
3Y Returns29.75%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns12.87%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22%