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LIC MF Bond Fund vs UTI Medium to Long Duration Fund compare

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tortoise-icon LIC MF Bond Fund-Regular Plan-Growth

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹203 Cr ₹324 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 26 Mar 1999 18 Jul 1998
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium to Long Duration Fund BIII Index CRISIL Medium to Long Duration Fund AIII Index
Turn Over 46% 78%
Expense Ratio 1.22 1.61
Manager Marzban Irani Sunil Madhukar Patil
ISIN Code INF767K01923 INF789F01406
Exits Load LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month -0.33% 0.34%
6 Month 3.57% 3.2%
1 Year 6.76% 6.25%
3 Year 7.01% 6.8%
5 Year 5.21% 8.08%

SIP Return Analysis

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month -0.16% 0.14%
1 Year 4.93% 4.98%
3 Year 7.23% 6.92%
5 Year 6.39% 7.82%

Rolling Lumpsum Returns

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 7.8% 8.19%
3 Year 7.29% 7.55%
5 Year 7.37% 7.2%

Risk Management

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.42% 2.31%
Sharp 0.12% -0.02%
Beta 1.23% 1.18%
Alpha -0.58% -0.88%

Fund Managers

Scheme Name LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Marzban Irani Sunil Madhukar Patil
Total AUM ₹1914 Cr ₹6910 Cr
Funds Managed 6 4
LIC MF Bond Fund-Regular Plan-Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Bond Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

LIC MF Bond Fund-Regular Plan-Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 100 100

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