UTI Medium to Long Duration Fund vs LIC MF Bond Fund compare

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tortoise-icon LIC MF Bond Fund-Regular Plan-Growth

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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 LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹169 Cr ₹301 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 19 Jun 1999 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 BIII Index CRISIL Medium to Long Duration Fund AIII Index
Turn Over 46% 78%
Expense Ratio 1.22 1.62
Manager Marzban Irani Sunil Madhukar Patil
ISIN Code INF767K01923 INF789F01406
Exits Load Exit load of 0.25% if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 1.03% 0.9%
6 Month 4.14% 4.06%
1 Year 7.78% 7.53%
3 Year 5.36% 10.2%
5 Year 5.49% 6.3%

SIP Return Analysis

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 3.52% 3.36%
3 Year 9.53% 12.07%
5 Year 13.94% 21.19%

Rolling Lumpsum Returns

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 4.66% 6.65%
3 Year 11.02% 18.3%
5 Year 14.39% 21.91%

Risk Management

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.22% 5.92%
Sharp -0.32% 0.69%
Beta 1.12% 0.38%
Alpha -0.65% 4.13%

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Fund Managers

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Marzban Irani Sunil Madhukar Patil
Total AUM ₹1914 Cr ₹6910 Cr
Fund Manage 6 4
LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Bond Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 99.98 100

Sector Allocation

Scheme Name

LIC MF Bond Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 50.44 8.65
Sovereign 24.94 66.3
Construction 18.3 -
Financial 6.3 18.36
Capital Goods - 6.69

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