- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Medium Duration Fund vs DSP Bond Fund compare
DSP Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹306 Cr | ₹39 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Apr 1997 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 0.75 | 1.49 |
| Manager | Vivekanand Ramakrishnan | Ritesh Nambiar |
| ISIN Code | INF740K01557 | 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 | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.61% | 1.4% |
| 6 Month | 5.23% | 4.71% |
| 1 Year | 9.84% | 9.28% |
| 3 Year | 7.25% | 6.74% |
| 5 Year | 6.55% | 5.79% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.45% | 2.93% |
| 1 Year | 10.95% | 9.8% |
| 3 Year | 8.56% | 7.92% |
| 5 Year | 6.97% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.98% | 6.19% |
| 3 Year | 6.8% | 4.88% |
| 5 Year | 6.63% | 4.43% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.497% | 1.436% |
| Sharp | -0.271% | -0.542% |
| Beta | 1.325% | 1.21% |
| Alpha | -0.287% | -0.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vivekanand Ramakrishnan | Ritesh Nambiar |
| Total AUM | ₹3101 Cr | ₹2329 Cr |
| Funds Managed | 3 | 3 |
| DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns20.37%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns16.41%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns17%
Invesco India Corporate Bond Fund - Growth
3Y Returns6.98%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.89%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.57%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.8%
