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Nippon India Strategic Debt Fund vs UTI Medium Duration Fund compare
Nippon India Strategic Debt Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹39 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 Jun 2014 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 1.1 | 1.49 |
| Manager | Sushil Budhia | Ritesh Nambiar |
| ISIN Code | INF204KA1PZ1 | INF789FB1JU4 |
| Exits Load | Nippon India Strategic Debt 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 | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.56% | 1.4% |
| 6 Month | 5.07% | 4.71% |
| 1 Year | 9.94% | 9.28% |
| 3 Year | 6.95% | 6.74% |
| 5 Year | 8.16% | 5.79% |
SIP Return Analysis
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.14% | 2.93% |
| 1 Year | 10.57% | 9.8% |
| 3 Year | 8.51% | 7.92% |
| 5 Year | 8.17% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.72% | 6.19% |
| 3 Year | 5.1% | 4.88% |
| 5 Year | -1.01% | 4.43% |
Risk Management
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.541% | 1.436% |
| Sharp | -0.387% | -0.542% |
| Beta | 1.146% | 1.21% |
| Alpha | -0.466% | -0.63% |
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Fund Managers
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Ritesh Nambiar |
| Total AUM | ₹29447 Cr | ₹2329 Cr |
| Funds Managed | 11 | 3 |
| Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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