Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1469 Cr ₹41 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 Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month -0.46% -0.42%
6 Month 3.6% 3.4%
1 Year 7.07% 7.03%
3 Year 6.58% 6.7%
5 Year 5.15% 6.12%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 0.45% 0.51%
1 Year 5.75% 5.63%
3 Year 7.05% 6.94%
5 Year 5.94% 6.36%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 7.2% 6.31%
3 Year 7.93% 5.1%
5 Year 8.07% 4.49%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.67% 1.26%
Sharp 0.12% 0.29%
Beta 1.91% 1.46%
Alpha -1.52% -0.97%

Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - 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 Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Top Comparisons

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.64%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns14.95%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns20.79%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.29%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns8.9%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.01%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.9%

Compare Now
Add to Cart Successfully