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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 | 1.11% | 0.91% |
| 6 Month | 5.67% | 5.2% |
| 1 Year | 9.97% | 9.23% |
| 3 Year | 7.81% | 7.24% |
| 5 Year | 6.34% | 5.75% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.52% | 3.03% |
| 1 Year | 11.4% | 10.19% |
| 3 Year | 8.77% | 8.1% |
| 5 Year | 7.14% | 6.93% |
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% |
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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 |
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