UTI Medium to Long Duration Fund vs SBI Magnum Income Fund compare

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tortoise-icon SBI Magnum Income 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 SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1769 Cr ₹301 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 25 Nov 1998 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 78% 78%
Expense Ratio 1.46 1.62
Manager Pradeep Kesavan Sunil Madhukar Patil
ISIN Code INF200K01594 INF789F01406
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.15% 0.16%
6 Month 3.99% 3.98%
1 Year 8.21% 8.54%
3 Year 5.85% 7.88%
5 Year 6.87% 6.9%

SIP Return Analysis

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - -
1 Year - 7.51%
3 Year - 7.67%
5 Year - 8.18%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 6.95% 8.09%
3 Year 7.43% 7.45%
5 Year 7.44% 7.14%

Risk Management

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 1.79% 5.92%
Sharp -0.08% 0.69%
Beta 0.95% 0.38%
Alpha -0.09% 4.13%

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Fund Managers

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Pradeep Kesavan Sunil Madhukar Patil
Total AUM ₹434274 Cr ₹6910 Cr
Fund Manage 43 4
SBI Magnum Income Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

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