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) | ₹117 Cr | ₹40 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 | 1.07 | 1.5 |
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 | 0.66% | 0.68% |
6 Month | 3.98% | 3.7% |
1 Year | 8.25% | 7.54% |
3 Year | 5.87% | 5.66% |
5 Year | 1.09% | 4.57% |
SIP Return Analysis
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.11% | 7.42% |
3 Year | 7.33% | 6.87% |
5 Year | 7.35% | 6.1% |
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 | 8.15% | 2.25% |
Sharp | 0.47% | 0.15% |
Beta | 0.18% | 0.83% |
Alpha | 3.87% | 0.39% |
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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 |
Fund Manage | 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 | 100.02 |
Sector Allocation
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.02 |
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