- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Bandhan Medium Duration Fund - Regular Plan - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1406 Cr | ₹40 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 08 Jul 2003 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index A-III | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 1.31 | 1.49 |
| Manager | Sreejith Balasubramanian | Ritesh Nambiar |
| ISIN Code | INF194K01JU0 | INF789FB1JU4 |
| Exits Load | Data not available./365 | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.03% | 0.12% |
| 6 Month | 1.51% | 1.76% |
| 1 Year | 6.59% | 6.47% |
| 3 Year | 6.84% | 6.82% |
| 5 Year | 4.79% | 5.79% |
SIP Return Analysis
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 0.96% |
| 1 Year | 4.37% | 4.67% |
| 3 Year | 6.6% | 6.61% |
| 5 Year | 6% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 6.4% |
| 3 Year | 7.91% | 5.24% |
| 5 Year | 8.03% | 4.68% |
Risk Management
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.07% | 2.25% |
| Sharp | -0.58% | 0.15% |
| Beta | 0.99% | 0.83% |
| Alpha | -1.15% | 0.39% |
Fund Managers
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sreejith Balasubramanian | Ritesh Nambiar |
| Total AUM | ₹66149 Cr | ₹2329 Cr |
| Funds Managed | 14 | 3 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.03 |
Sector Allocation
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.03 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns17.88%
LIC MF Large Cap Fund-Growth
3Y Returns12.4%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.49%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns21.67%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.14%
SBI Low Duration Fund - Regular Plan - Growth
3Y Returns7.01%
