BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1469 Cr | ₹41 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 08 Jul 2003 | 31 Mar 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index A-III | CRISIL Medium Term Debt TRI |
Turn Over | 78% | 24% |
Expense Ratio | 1.31 | 1.49 |
Manager | Sreejith Balasubramanian | Ritesh Nambiar |
ISIN Code | INF194K01JU0 | INF789FB1JU4 |
Exits Load | Data not available./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 | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.35% | -0.25% |
6 Month | 3.89% | 3.56% |
1 Year | 7.47% | 7.33% |
3 Year | 6.67% | 6.77% |
5 Year | 5.03% | 6% |
SIP Return Analysis
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.14% | 1.09% |
1 Year | 7.08% | 6.71% |
3 Year | 7.42% | 7.24% |
5 Year | 6.16% | 6.55% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.2% | 6.31% |
3 Year | 7.93% | 5.1% |
5 Year | 8.07% | 4.49% |
Risk Management
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.67% | 1.26% |
Sharp | 0.12% | 0.29% |
Beta | 1.91% | 1.46% |
Alpha | -1.52% | -0.97% |
Fund Managers
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sreejith Balasubramanian | Ritesh Nambiar |
Total AUM | ₹66149 Cr | ₹2329 Cr |
Funds Managed | 14 | 3 |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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