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) | ₹1434 Cr | ₹40 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 | 0.8% | 0.7% |
6 Month | 2.76% | 2.64% |
1 Year | 7.24% | 6.99% |
3 Year | 7.27% | 7.16% |
5 Year | 5.03% | 5.94% |
SIP Return Analysis
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.12% | 1.07% |
1 Year | 6.76% | 6.41% |
3 Year | 7.32% | 7.14% |
5 Year | 6.22% | 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% | 6.33% |
3 Year | 7.92% | 5.18% |
5 Year | 8.05% | 4.53% |
Risk Management
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.63% | 1.31% |
Sharp | 0.19% | 0.16% |
Beta | 2.10% | 1.70% |
Alpha | -1.68% | -1.41% |
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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