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UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund compare

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.32% 0.44%
6 Month 0.52% 0.81%
1 Year 5.75% 6.31%
3 Year 7.09% 7.21%
5 Year 5.4% 7.98%

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 0.16% 0.16%
1 Year 3.52% 3.73%
3 Year 6.39% 6.5%
5 Year 6.04% 7.54%

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 9.31% 8.15%
3 Year 8.11% 7.54%
5 Year 8.38% 7.25%

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% 2.26%
Sharp 0.12% 0.16%
Beta 1.21% 1.21%
Alpha -1.12% -1.02%

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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