UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund compare

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1910 Cr ₹301 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Oct 1995 17 May 1998
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium to Long Duration Fund AIII Index CRISIL Medium to Long Duration Fund AIII Index
Turn Over 78% 78%
Expense Ratio 1.09 1.62
Manager Dhaval Joshi Sunil Madhukar Patil
ISIN Code INF209K01579 INF789F01406
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.91% 0.9%
6 Month 4.19% 4.06%
1 Year 7.83% 7.53%
3 Year 5.47% 10.2%
5 Year 6.48% 6.3%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 3.51% 3.36%
3 Year 9.19% 12.07%
5 Year 15.51% 21.19%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 5.73% 6.65%
3 Year 12.64% 18.3%
5 Year 16.15% 21.91%

Risk Management

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.15% 5.92%
Sharp -0.17% 0.69%
Beta 1.13% 0.38%
Alpha -0.3% 4.13%

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Fund Managers

Scheme Name Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Dhaval Joshi Sunil Madhukar Patil
Total AUM ₹361932 Cr ₹6910 Cr
Fund Manage 55 4
Aditya Birla Sun Life Income Fund - Growth - Regular Plan UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 99.97 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

UTI Medium to Long Duration Fund- Regular Plan - Growth

Sovereign 57.4 66.3
Others 16 8.65
Financial 26.57 18.36
Capital Goods - 6.69

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