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SBI Magnum Medium Duration Fund vs UTI Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.13% 0.07%
6 Month 4.84% 4.55%
1 Year 9.2% 8.8%
3 Year 7.8% 7.19%
5 Year 6.47% 6.09%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

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