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UTI Medium Duration Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹41 Cr | ₹37 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 2015 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Term Debt TRI | Nifty Medium Duration Debt Index A-III |
| Turn Over | 24% | 78% |
| Expense Ratio | 1.49 | 2.19 |
| Manager | Ritesh Nambiar | Dwijendra Srivastava |
| ISIN Code | INF789FB1JU4 | INF903J01FQ2 |
| 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 | Sundaram 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 | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.44% | 0.38% |
| 6 Month | 1.64% | 1.33% |
| 1 Year | 6.84% | 5.97% |
| 3 Year | 6.82% | 5.73% |
| 5 Year | 5.85% | 3.93% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | 1.1% |
| 1 Year | 5.87% | 5.1% |
| 3 Year | 7% | 5.96% |
| 5 Year | 6.51% | 5.13% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.39% | 5.91% |
| 3 Year | 5.22% | 6.07% |
| 5 Year | 4.63% | 6% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.25% | 1.84% |
| Sharp | 0.15% | -1.17% |
| Beta | 0.83% | 0.94% |
| Alpha | 0.39% | -2.11% |
Fund Managers
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Ritesh Nambiar | Dwijendra Srivastava |
| Total AUM | ₹2329 Cr | ₹14140 Cr |
| Funds Managed | 3 | 14 |
| UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Medium Duration Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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