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UTI Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2864 Cr | ₹40 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 | 0.18% | 0.11% |
| 6 Month | 3.06% | 1.75% |
| 1 Year | 10.78% | 6.41% |
| 3 Year | 9.33% | 6.78% |
| 5 Year | 11.83% | 5.83% |
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 | 1.51% | 0.92% |
| 1 Year | 8.17% | 5.13% |
| 3 Year | 10.13% | 6.72% |
| 5 Year | 11.36% | 6.37% |
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 | 9.46% | 6.39% |
| 3 Year | 9.94% | 5.23% |
| 5 Year | 8.89% | 4.67% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.4% | 2.25% |
| Sharp | 0.71% | 0.15% |
| Beta | 1.35% | 0.83% |
| Alpha | 6.74% | 0.39% |
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 | 95.83 | 100 |
| Real Estate | 1.75 | - |
| Financial Services | 0.79 | - |
| Industrials | 1.11 | - |
| Utilities | 0.53 | - |
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