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UTI Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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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 Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹2049 Cr ₹39 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 25 Mar 2009 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 78% 24%
Expense Ratio 1.56 1.49
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209K01603 INF789FB1JU4
Exits Load Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% 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 Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 1.52% 1.4%
6 Month 7.06% 4.71%
1 Year 14.56% 9.28%
3 Year 14.26% 6.74%
5 Year 13.73% 5.79%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 4.34% 2.93%
1 Year 15.8% 9.8%
3 Year 11.69% 7.92%
5 Year 12.7% 6.77%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 9.22% 6.19%
3 Year 9.95% 4.88%
5 Year 8.72% 4.43%

Risk Management

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation 9.216% 1.436%
Sharp 0.725% -0.542%
Beta 3.163% 1.21%
Alpha 6.914% -0.63%

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Fund Managers

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option
Name Dhaval Joshi Ritesh Nambiar
Total AUM ₹361932 Cr ₹2329 Cr
Funds Managed 55 3
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan UTI Medium Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 95.74 100
Real Estate 1.13 -
Financial Services 1 -
Industrials 1.52 -
Utilities 0.6 -

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