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

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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 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) ₹1434 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 Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.41% 0.46%
6 Month 2.06% 2.12%
1 Year 7.13% 6.95%
3 Year 7.18% 7.08%
5 Year 4.95% 5.89%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 0.61% 0.56%
1 Year 5.38% 5%
3 Year 6.93% 6.72%
5 Year 6.03% 6.32%

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% 6.33%
3 Year 7.92% 5.18%
5 Year 8.05% 4.53%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.61% 1.30%
Sharp 0.28% 0.27%
Beta 1.27% 1.06%
Alpha -1.10% -0.94%

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

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