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UTI Medium Duration Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹40 Cr | ₹43 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 2015 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | Nifty Medium Duration Debt Index A-III |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.49 | 2.19 |
| Manager | Ritesh Nambiar | Dwijendra Srivastava |
| ISIN Code | INF789FB1JU4 | INF903J01FQ2 |
| Exits Load | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.34% | 0.28% |
| 6 Month | 3.63% | 3.38% |
| 1 Year | 6.91% | 5.98% |
| 3 Year | 6.85% | 5.82% |
| 5 Year | 6.11% | 4.07% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.79% | 0.62% |
| 1 Year | 6.18% | 5.44% |
| 3 Year | 7.06% | 6.01% |
| 5 Year | 6.46% | 5% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.31% | 6.61% |
| 3 Year | 5.1% | 6.41% |
| 5 Year | 4.49% | 6.59% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.38% | 1.54% |
| Sharp | -0.04% | -0.76% |
| Beta | 1.54% | 1.74% |
| Alpha | -1.16% | -2.40% |
Fund Managers
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Ritesh Nambiar | Dwijendra Srivastava |
| Total AUM | ₹2329 Cr | ₹14140 Cr |
| Funds Managed | 3 | 14 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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