LIC MF Bond Fund vs UTI Medium to Long Duration Fund compare
LIC MF Bond Fund-Regular Plan-Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
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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