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ICICI Prudential Medium Term Bond Fund vs UTI Medium Duration Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5757 Cr | ₹41 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 Sep 2004 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 1.35 | 1.49 |
| Manager | Manish Banthia | Ritesh Nambiar |
| ISIN Code | INF109K01AH4 | INF789FB1JU4 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.79% | 0.49% |
| 6 Month | 3.53% | 1.77% |
| 1 Year | 9% | 6.7% |
| 3 Year | 8.02% | 6.88% |
| 5 Year | 6.73% | 5.87% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 1.32% |
| 1 Year | 8.74% | 5.87% |
| 3 Year | 8.48% | 7% |
| 5 Year | 7.61% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.56% | 6.39% |
| 3 Year | 7.41% | 5.22% |
| 5 Year | 7.47% | 4.65% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.21% | 2.25% |
| Sharp | 0.25% | 0.15% |
| Beta | 0.64% | 0.83% |
| Alpha | 0.33% | 0.39% |
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Banthia | Ritesh Nambiar |
| Total AUM | ₹239319 Cr | ₹2329 Cr |
| Funds Managed | 19 | 3 |
| ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 99.97 | 100.03 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 93.31 | 100.03 |
| Realty | 5.54 | - |
| Transport Infrastructure | 0.99 | - |
| Units of Infrastructure Investment Trusts | 0.13 | - |
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