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UTI Medium Duration Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5757 Cr | ₹41 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 Sep 2004 | 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 | 1.35 | 1.49 |
| Manager | Manish Banthia | Ritesh Nambiar |
| ISIN Code | INF109K01AH4 | INF789FB1JU4 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.37% |
| 6 Month | 3.72% | 1.77% |
| 1 Year | 9.26% | 7.09% |
| 3 Year | 8.05% | 6.96% |
| 5 Year | 6.73% | 5.84% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.94% | 1.18% |
| 1 Year | 8.72% | 5.99% |
| 3 Year | 8.42% | 7% |
| 5 Year | 7.56% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.55% | 6.38% |
| 3 Year | 7.4% | 5.21% |
| 5 Year | 7.47% | 4.61% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.03% | 1.30% |
| Sharp | 1.21% | 0.27% |
| Beta | 0.84% | 1.06% |
| Alpha | 0.23% | -0.94% |
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Banthia | Ritesh Nambiar |
| Total AUM | ₹239319 Cr | ₹2329 Cr |
| Funds Managed | 19 | 3 |
| ICICI Prudential Medium Term Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 93.34 | 100 |
| Real Estate | 5.53 | - |
| Industrials | 0.99 | - |
| Financial Services | 0.13 | - |
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