SBI Magnum Medium Duration Fund vs UTI Medium Duration Fund compare

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SBI Magnum Medium Duration Fund - Regular Plan - Growth

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UTI Medium Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
Fund	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹6580 Cr	₹41 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	12 Nov 2003	31 Mar 2015
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Medium Duration Debt Index C-III	CRISIL Medium Term Debt TRI
Turn Over	252%	24%
Expense Ratio	1.22	1.49
Manager	Pradeep Kesavan	Ritesh Nambiar
ISIN Code	INF200K01719	INF789FB1JU4
Exits Load	SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month	0.13%	0.03%
6 Month	4.91%	4.63%
1 Year	9.15%	8.75%
3 Year	7.85%	7.21%
5 Year	6.52%	5.42%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month	2.2%	2.02%
1 Year	9.13%	8.48%
3 Year	8.33%	7.75%
5 Year	7.18%	6.8%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year	7.83%	6.25%
3 Year	8.3%	5.03%
5 Year	7.87%	4.47%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation	1.20%	1.27%
Sharp	0.91%	0.38%
Beta	1.39%	1.43%
Alpha	-0.32%	-0.96%

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Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	Ritesh Nambiar
Total AUM	₹434274 Cr	₹2329 Cr
Funds Managed	43	3
	SBI Magnum Medium Duration Fund - Regular Plan - Growth	UTI Medium Duration Fund - Regular Plan - Growth Option