Aditya Birla Sun Life Income Fund vs UTI Medium to Long Duration Fund compare

Link copied to clipboard!

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Invest Now

UTI Medium to Long Duration Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2021 Cr	₹322 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

Scheme Name	Aditya Birla Sun Life Income Fund - Growth - Regular Plan	UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month	1.17%	0.88%
6 Month	1.61%	1.5%
1 Year	6.33%	6.63%
3 Year	7.36%	7.41%
5 Year	5.65%	8.12%

Scheme Name	Aditya Birla Sun Life Income Fund - Growth - Regular Plan	UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month	0.96%	0.82%
1 Year	5.62%	5.62%
3 Year	7.08%	7.11%
5 Year	6.44%	7.92%

Scheme Name	Aditya Birla Sun Life Income Fund - Growth - Regular Plan	UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year	9.31%	8.15%
3 Year	8.11%	7.54%
5 Year	8.38%	7.25%

Scheme Name	Aditya Birla Sun Life Income Fund - Growth - Regular Plan	UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation	2.31%	2.26%
Sharp	0.12%	0.16%
Beta	1.21%	1.21%
Alpha	-1.12%	-1.02%

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