- 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 HSBC Medium Duration Fund compare
UTI Medium Duration Fund - Regular Plan - Growth Option
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹39 Cr | ₹744 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 2015 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 24% | 54% |
| Expense Ratio | 1.49 | 1.1 |
| Manager | Ritesh Nambiar | Shriram Ramanathan |
| ISIN Code | INF789FB1JU4 | INF917K01TH0 |
| Exits Load | UTI Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.4% | 1.51% |
| 6 Month | 4.71% | 5.24% |
| 1 Year | 9.28% | 9.97% |
| 3 Year | 6.74% | 7.21% |
| 5 Year | 5.79% | 7.17% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.93% | 3.3% |
| 1 Year | 9.8% | 10.7% |
| 3 Year | 7.92% | 8.62% |
| 5 Year | 6.77% | 7.2% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.19% | 7.09% |
| 3 Year | 4.88% | 6.1% |
| 5 Year | 4.43% | 6.39% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.436% | 1.516% |
| Sharp | -0.542% | -0.245% |
| Beta | 1.21% | 1.306% |
| Alpha | -0.63% | -0.255% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Ritesh Nambiar | Shriram Ramanathan |
| Total AUM | ₹2329 Cr | ₹32638 Cr |
| Funds Managed | 3 | 11 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.04%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.31%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.4%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.4%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.92%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.12%
HDFC Infrastructure Fund - Growth Plan
3Y Returns28.77%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns21.11%
