- 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 SUNDARAM MEDIUM DURATION FUND Regular Plan compare
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) | ₹39 Cr | ₹44 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 | 0.4% | 0.33% |
| 6 Month | 4.45% | 4.1% |
| 1 Year | 8.71% | 7.58% |
| 3 Year | 7.3% | 6.21% |
| 5 Year | 5.56% | 4.34% |
SIP Return Analysis
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.38% | 2.26% |
| 1 Year | 8.9% | 8% |
| 3 Year | 7.76% | 6.65% |
| 5 Year | 6.79% | 5.2% |
Rolling Lumpsum Returns
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.25% | 6.57% |
| 3 Year | 5.03% | 6.43% |
| 5 Year | 4.47% | 6.61% |
Risk Management
| Scheme Name | UTI Medium Duration Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.436% | 1.81% |
| Sharp | -0.542% | -1.215% |
| Beta | 1.21% | 1.575% |
| Alpha | -0.63% | -1.945% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HSBC Large Cap Fund - Regular Growth
3Y Returns18.48%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns16.1%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns21.31%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.57%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns19.03%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.95%
PGIM India Liquid Fund - Growth
3Y Returns6.92%
