- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹778 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 | 0.32% | 0.23% |
| 6 Month | 1.45% | 1.8% |
| 1 Year | 6.05% | 7.18% |
| 3 Year | 6.68% | 7.47% |
| 5 Year | 5.87% | 5.97% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.82% | 0.84% |
| 1 Year | 4.01% | 4.81% |
| 3 Year | 6.36% | 7.18% |
| 5 Year | 6.21% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.4% | 7.38% |
| 3 Year | 5.24% | 6.4% |
| 5 Year | 4.69% | 6.41% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.29% | 1.28% |
| Sharp | 0.13% | 0.75% |
| Beta | 1.02% | 1.02% |
| Alpha | -0.83% | -0.05% |
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
Franklin India Corporate Debt Fund - Growth
3Y Returns7.59%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.07%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.14%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.04%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns16.4%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.32%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.17%
