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Aditya Birla Sun Life Income Fund vs UTI Medium to Long Duration Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
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) | ₹2293 Cr | ₹332 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Oct 1995 | 18 Jul 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 | 1.16 | 1.61 |
| Manager | Dhaval Joshi | Sunil Madhukar Patil |
| ISIN Code | INF209K01579 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./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 | -0.94% | -0.81% |
| 6 Month | 4.15% | 4.5% |
| 1 Year | 8.22% | 8.75% |
| 3 Year | 7.47% | 7.63% |
| 5 Year | 5.93% | 8.2% |
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 | 1.32% | 1.62% |
| 1 Year | 7.13% | 7.91% |
| 3 Year | 7.7% | 7.91% |
| 5 Year | 6.6% | 8.5% |
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 | 9.37% | 8.14% |
| 3 Year | 8.19% | 7.54% |
| 5 Year | 8.39% | 7.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.95% | 2.01% |
| Sharp | 0.62% | 0.58% |
| Beta | 1.07% | 1.14% |
| Alpha | -0.82% | -0.96% |
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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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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