UTI Medium to Long Duration Fund vs Nippon India Income Fund compare

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tortoise-icon Nippon India Income Fund - Growth Plan Growth Option

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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 Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹330 Cr ₹301 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jan 1998 17 May 1998
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index A-III CRISIL Medium to Long Duration Fund AIII Index
Turn Over 78% 78%
Expense Ratio 1.52 1.62
Manager Vivek Sharma Sunil Madhukar Patil
ISIN Code INF204K01CL1 INF789F01406
Exits Load Exit load of 0.25% if redeemed within 15 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.21% 0.33%
6 Month 4.68% 4.87%
1 Year 9.15% 9.1%
3 Year 5.69% 7.93%
5 Year 6.04% 7.04%

SIP Return Analysis

Scheme Name Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year 8.43% 8.73%
3 Year 7.29% 7.93%
5 Year 6.07% 8.33%

Rolling Lumpsum Returns

Scheme Name Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 8.19% 8.09%
3 Year 7.79% 7.45%
5 Year 7.97% 7.14%

Risk Management

Scheme Name Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.11% 5.92%
Sharp -0.18% 0.69%
Beta 1.07% 0.38%
Alpha -0.32% 4.13%

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Fund Managers

Scheme Name Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Vivek Sharma Sunil Madhukar Patil
Total AUM ₹39796 Cr ₹6910 Cr
Fund Manage 12 4
Nippon India Income Fund - Growth Plan Growth Option UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Income Fund - Growth Plan Growth Option

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Income Fund - Growth Plan Growth Option

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 6.7 8.65
Sovereign 87.12 66.3
Financial 6.18 18.36
Capital Goods - 6.69

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