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SBI Medium Duration Fund - Regular Plan - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹6889 Cr | ₹39 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2003 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
| Turn Over | 252% | 24% |
| Expense Ratio | 1.22 | 1.49 |
| Manager | Pradeep Kesavan | Ritesh Nambiar |
| ISIN Code | INF200K01719 | INF789FB1JU4 |
| Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.22% | 0.07% |
| 6 Month | 2.36% | 1.56% |
| 1 Year | 6.87% | 5.81% |
| 3 Year | 7.5% | 6.75% |
| 5 Year | 6.03% | 5.86% |
SIP Return Analysis
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.05% | 0.76% |
| 1 Year | 4.93% | 3.8% |
| 3 Year | 7.03% | 6.27% |
| 5 Year | 6.76% | 6.16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.85% | 6.4% |
| 3 Year | 8.15% | 5.24% |
| 5 Year | 7.8% | 4.69% |
Risk Management
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.20% | 1.29% |
| Sharp | 0.74% | 0.13% |
| Beta | 0.96% | 1.02% |
| Alpha | -0.07% | -0.83% |
Fund Managers
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ritesh Nambiar |
| Total AUM | ₹434274 Cr | ₹2329 Cr |
| Funds Managed | 43 | 3 |
| SBI Medium Duration Fund - Regular Plan - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 95.9 | 100 |
| Real Estate | 2.2 | - |
| Industrials | 1.9 | - |
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