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UTI Medium to Long Duration Fund vs LIC MF Bond Fund compare
LIC MF Bond Fund-Regular Plan-Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹203 Cr | ₹324 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Mar 1999 | 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 | 46% | 78% |
| Expense Ratio | 1.22 | 1.61 |
| Manager | Marzban Irani | Sunil Madhukar Patil |
| ISIN Code | INF767K01923 | INF789F01406 |
| Exits Load | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.33% | 0.34% |
| 6 Month | 3.57% | 3.2% |
| 1 Year | 6.76% | 6.25% |
| 3 Year | 7.01% | 6.8% |
| 5 Year | 5.21% | 8.08% |
SIP Return Analysis
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.16% | 0.14% |
| 1 Year | 4.93% | 4.98% |
| 3 Year | 7.23% | 6.92% |
| 5 Year | 6.39% | 7.82% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.8% | 8.19% |
| 3 Year | 7.29% | 7.55% |
| 5 Year | 7.37% | 7.2% |
Risk Management
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.42% | 2.31% |
| Sharp | 0.12% | -0.02% |
| Beta | 1.23% | 1.18% |
| Alpha | -0.58% | -0.88% |
Fund Managers
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Marzban Irani | Sunil Madhukar Patil |
| Total AUM | ₹1914 Cr | ₹6910 Cr |
| Funds Managed | 6 | 4 |
| LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Bond Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
LIC MF Bond Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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