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UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2021 Cr | ₹322 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Oct 1995 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund AIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.16 | 1.61 |
| Manager | Dhaval Joshi | Sunil Madhukar Patil |
| ISIN Code | INF209K01579 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | - | 0.44% |
| 6 Month | 1.1% | 1.48% |
| 1 Year | 5.7% | 6.47% |
| 3 Year | 6.92% | 7.1% |
| 5 Year | 5.45% | 8.08% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.5% | 0.83% |
| 1 Year | 4.17% | 5.11% |
| 3 Year | 6.61% | 6.94% |
| 5 Year | 6.2% | 7.77% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.51% | 7.47% |
| 3 Year | 7.37% | 7.25% |
| 5 Year | 7.94% | 6.92% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.31% | 2.25% |
| Sharp | 0.17% | 0.22% |
| Beta | 1.14% | 1.15% |
| Alpha | -1.25% | -1.16% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Sunil Madhukar Patil |
| Total AUM | ₹361932 Cr | ₹6910 Cr |
| Funds Managed | 55 | 4 |
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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