Aditya Birla Sun Life Medium Term Plan vs UTI Medium Duration Fund compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate |
Asset Size (Cr) | ₹1968 Cr | ₹40 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 25 Mar 2009 | 31 Mar 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
Turn Over | 78% | 24% |
Expense Ratio | 1.58 | 1.5 |
Manager | Dhaval Joshi | Ritesh Nambiar |
ISIN Code | INF209K01603 | INF789FB1JU4 |
Exits Load | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.58% | 0.62% |
6 Month | 5.57% | 3.64% |
1 Year | 10.36% | 7.48% |
3 Year | 13.96% | 5.66% |
5 Year | 11.13% | 4.55% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 10.81% | 7.42% |
3 Year | 10.7% | 6.87% |
5 Year | 11.78% | 6.1% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.22% | 6.19% |
3 Year | 9.95% | 4.88% |
5 Year | 8.72% | 4.43% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 95.21 | 100.02 |
Mid Cap | 0.6 | - |
Small Cap | 4.23 | - |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 95.21 | 100.02 |
Realty | 1.92 | - |
Construction | 1.11 | - |
Transport Infrastructure | 1.8 | - |
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