- 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 to Long Duration Fund vs HSBC Medium to Long Duration Fund compare
HSBC Medium to Long Duration Fund - Regular Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹49 Cr | ₹316 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Dec 2002 | 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 BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 27% | 78% |
| Expense Ratio | 1.9 | 1.61 |
| Manager | Shriram Ramanathan | Sunil Madhukar Patil |
| ISIN Code | INF336L01776 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.14% | 1.19% |
| 6 Month | 5.94% | 5.98% |
| 1 Year | 10.06% | 10.72% |
| 3 Year | 7.19% | 7.85% |
| 5 Year | 4.88% | 8.74% |
SIP Return Analysis
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.74% | 3.72% |
| 1 Year | 11.26% | 11.7% |
| 3 Year | 8.3% | 8.91% |
| 5 Year | 6.25% | 9.1% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.07% | 8.13% |
| 3 Year | 6.83% | 7.49% |
| 5 Year | 7% | 7.12% |
Risk Management
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.279% | 4.312% |
| Sharp | -0.714% | 0.478% |
| Beta | 1.036% | -0.271% |
| Alpha | -1.506% | 2.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Shriram Ramanathan | Sunil Madhukar Patil |
| Total AUM | ₹32638 Cr | ₹6910 Cr |
| Funds Managed | 11 | 4 |
| HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns25.08%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns22.31%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.61%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.34%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.95%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.64%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns22.11%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.29%
