Aditya Birla Sun Life Medium Term Plan vs UTI Medium Duration Fund compare

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1897 Cr ₹43 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 25 Mar 2009 30 Mar 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index CRISIL Medium Duration Fund BIII Index
Turn Over 78% 24%
Expense Ratio 1.58 1.58
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209K01603 INF789FB1JU4
Exits Load For units in excess of 15% of the investment/365 For units in excess of 10% of the investment/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 1.35% 0.64%
6 Month 4.43% 3.56%
1 Year 7.53% 6.6%
3 Year 12.68% 5.96%
5 Year 8.72% 4.34%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.21% 3.1%
3 Year 17.2% 8.89%
5 Year 31.16% 13.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 9.78% 3.99%
3 Year 27.67% 10.97%
5 Year 32.18% 13.98%

Risk Management

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 9.4% 2.25%
Sharp 0.71% 0.15%
Beta 1.35% 0.83%
Alpha 6.74% 0.39%

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Fund Managers

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Name Dhaval Joshi Ritesh Nambiar
Total AUM ₹361932 Cr ₹2329 Cr
Fund Manage 55 3
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100.01 99.97

Sector Allocation

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

UTI Medium Duration Fund - Regular Plan - Growth Option

Sovereign 47.56 43.73
Metals & Mining 2.69 -
Financial 29.59 13.53
Construction 10.11 4.97
Others 3.36 22.95
Energy 1.37 -
Services 1.34 -
Communication 2.38 -
Chemicals 1.07 -
Consumer Staples 0.54 9.9
Automobile - 4.89

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