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

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Fund UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹40 Cr ₹770 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 2015 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Term Debt TRI NIFTY Medium Duration Debt Index B-III
Turn Over 24% 54%
Expense Ratio 1.49 1.1
Manager Ritesh Nambiar Shriram Ramanathan
ISIN Code INF789FB1JU4 INF917K01TH0
Exits Load UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Month 0.22% 0.3%
6 Month 3.59% 4.48%
1 Year 6.91% 8.13%
3 Year 6.79% 7.63%
5 Year 6.09% 6.56%

SIP Return Analysis

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
6 Month 0.79% 1.24%
1 Year 6.18% 7.75%
3 Year 7.06% 8.01%
5 Year 6.46% 6.98%

Rolling Lumpsum Returns

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
1 Year 6.31% 7.23%
3 Year 5.1% 6.24%
5 Year 4.49% 6.42%

Risk Management

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.38% 1.35%
Sharp -0.04% 0.55%
Beta 1.54% 1.52%
Alpha -1.16% -0.38%

Fund Managers

Scheme Name UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth
Name Ritesh Nambiar Shriram Ramanathan
Total AUM ₹2329 Cr ₹32638 Cr
Funds Managed 3 11
UTI Medium Duration Fund - Regular Plan - Growth Option HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

UTI Medium Duration Fund - Regular Plan - Growth Option

HSBC Medium Duration Fund - Regular Growth

Others 100 100

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