- 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
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 vs Nippon India Strategic Debt Fund compare
Nippon India Medium Duration Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹134 Cr | ₹40 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 Jun 2014 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 1.1 | 1.49 |
| Manager | Sushil Budhia | Ritesh Nambiar |
| ISIN Code | INF204KA1PZ1 | INF789FB1JU4 |
| Exits Load | Nippon India Strategic Debt 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 | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.19% | 0.11% |
| 6 Month | 4.91% | 1.88% |
| 1 Year | 9.62% | 6.41% |
| 3 Year | 8.24% | 6.76% |
| 5 Year | 8.83% | 5.82% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.26% | 0.92% |
| 1 Year | 8.77% | 5.13% |
| 3 Year | 8.78% | 6.72% |
| 5 Year | 8.12% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.97% | 6.39% |
| 3 Year | 5.75% | 5.22% |
| 5 Year | -0.93% | 4.65% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.15% | 2.25% |
| Sharp | 0.47% | 0.15% |
| Beta | 0.18% | 0.83% |
| Alpha | 3.87% | 0.39% |
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Ritesh Nambiar |
| Total AUM | ₹29447 Cr | ₹2329 Cr |
| Funds Managed | 11 | 3 |
| Nippon India Medium Duration Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.02%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.13%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns16.04%
UTI Infrastructure Fund-Growth Option
3Y Returns17.81%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.81%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.36%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.91%
