Nippon India Income Fund vs UTI Medium to Long Duration Fund compare
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹423 Cr | ₹322 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 01 Jan 1998 | 18 Jul 1998 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index A-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.52 | 1.61 |
Manager | Vivek Sharma | Sunil Madhukar Patil |
ISIN Code | INF204K01CL1 | INF789F01406 |
Exits Load | Nippon India Income 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 | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.06% | 0.82% |
6 Month | 1.11% | 1.48% |
1 Year | 5.56% | 6.51% |
3 Year | 7.07% | 7.33% |
5 Year | 5.13% | 8.14% |
SIP Return Analysis
Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.7% | 0.82% |
1 Year | 4.82% | 5.62% |
3 Year | 6.68% | 7.11% |
5 Year | 6.22% | 7.92% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 8.14% | 8.15% |
3 Year | 7.75% | 7.54% |
5 Year | 7.94% | 7.25% |
Risk Management
Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.42% | 2.26% |
Sharp | 0.06% | 0.16% |
Beta | 1.26% | 1.21% |
Alpha | -1.30% | -1.02% |
Fund Managers
Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Vivek Sharma | Sunil Madhukar Patil |
Total AUM | ₹39796 Cr | ₹6910 Cr |
Funds Managed | 12 | 4 |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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