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) | ₹201 Cr | ₹316 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹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 | 0.37% | 0.33% |
| 6 Month | 0.48% | 0.48% |
| 1 Year | 6.22% | 5.77% |
| 3 Year | 7.22% | 6.88% |
| 5 Year | 5.17% | 8.02% |
SIP Return Analysis
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.86% | 0.94% |
| 1 Year | 4.7% | 4.46% |
| 3 Year | 7.09% | 6.73% |
| 5 Year | 6.54% | 7.6% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.96% | 7.45% |
| 3 Year | 7.14% | 7.24% |
| 5 Year | 7.26% | 6.93% |
Risk Management
| Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.22% | 5.92% |
| Sharp | -0.32% | 0.69% |
| Beta | 1.12% | 0.38% |
| Alpha | -0.65% | 4.13% |
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 | 99.98 | 100 |
Sector Allocation
| Scheme Name |
LIC MF Bond Fund-Regular Plan-Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 99.98 | 100 |
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