- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2056 Cr | ₹330 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 | -0.96% | -0.85% |
| 6 Month | 2.96% | 3.11% |
| 1 Year | 6.46% | 6.8% |
| 3 Year | 6.79% | 6.95% |
| 5 Year | 5.67% | 7.99% |
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 | 0.38% | 0.48% |
| 1 Year | 5.22% | 5.66% |
| 3 Year | 7.1% | 7.21% |
| 5 Year | 6.35% | 8.05% |
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 | 9.35% | 8.19% |
| 3 Year | 8.14% | 7.55% |
| 5 Year | 8.38% | 7.2% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.14% | 2.15% |
| Sharp | 0.26% | 0.33% |
| Beta | 1.12% | 1.16% |
| Alpha | -1.02% | -0.94% |
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 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.81%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.64%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.79%
Quant Value Fund Regular - Growth
3Y Returns22.71%
Kotak Large Cap Fund - Growth
3Y Returns14.07%
HSBC Large Cap Fund - Regular Growth
3Y Returns13.31%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.78%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.33%
