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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) | ₹41 Cr | ₹648 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 | -0.09% | 0.02% |
| 6 Month | 4.55% | 5.23% |
| 1 Year | 8.67% | 9.31% |
| 3 Year | 7.22% | 7.91% |
| 5 Year | 5.45% | 6.83% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.95% | 2.33% |
| 1 Year | 8.33% | 9.51% |
| 3 Year | 7.68% | 8.47% |
| 5 Year | 6.75% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.25% | 7.18% |
| 3 Year | 5.03% | 6.19% |
| 5 Year | 4.47% | 6.4% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.22% | 1.23% |
| Sharp | 0.50% | 1.00% |
| Beta | 1.38% | 1.37% |
| Alpha | -0.77% | -0.16% |
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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 |
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