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) | ₹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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