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

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

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UTI Medium Duration Fund - Regular Plan - Growth Option

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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)	₹2734 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

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month	0.65%	0.46%
6 Month	3.84%	2.12%
1 Year	11.17%	6.95%
3 Year	9.61%	7.08%
5 Year	12.51%	5.89%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month	1.12%	0.53%
1 Year	8.45%	4.85%
3 Year	10.06%	6.66%
5 Year	11.51%	6.29%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year	9.4%	6.33%
3 Year	10.06%	5.18%
5 Year	8.84%	4.53%

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	UTI Medium Duration Fund - Regular Plan - Growth Option
Standard Deviation	1.71%	1.30%
Sharp	1.57%	0.27%
Beta	0.86%	1.06%
Alpha	1.67%	-0.94%

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