- 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 Nippon India Strategic Debt Fund compare
Nippon India Strategic Debt Fund - Growth Option
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹39 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 Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.98% | 0.91% |
| 6 Month | 5.42% | 5.2% |
| 1 Year | 9.88% | 9.23% |
| 3 Year | 7.48% | 7.24% |
| 5 Year | 8.14% | 5.75% |
SIP Return Analysis
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.17% | 3.03% |
| 1 Year | 10.79% | 10.19% |
| 3 Year | 8.65% | 8.1% |
| 5 Year | 8.22% | 6.93% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.72% | 6.19% |
| 3 Year | 5.1% | 4.88% |
| 5 Year | -1.01% | 4.43% |
Risk Management
| Scheme Name | Nippon India Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.541% | 1.436% |
| Sharp | -0.387% | -0.542% |
| Beta | 1.146% | 1.21% |
| Alpha | -0.466% | -0.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Strategic Debt 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 Strategic Debt Fund - Growth Option | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
DSP Focused Fund - Regular Plan - Growth
3Y Returns21.8%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns19.12%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns21.23%
DSP Focused Fund - Regular Plan - Growth
3Y Returns21.8%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.77%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.94%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
