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) | ₹202 Cr | ₹332 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 | -0.28% | -0.64% |
6 Month | 5.24% | 4.7% |
1 Year | 9.97% | 8.92% |
3 Year | 8.27% | 7.65% |
5 Year | 5.37% | 8.19% |
SIP Return Analysis
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.26% | 1.62% |
1 Year | 9.49% | 7.91% |
3 Year | 8.65% | 7.91% |
5 Year | 7.01% | 8.5% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 7.73% | 8.14% |
3 Year | 7.27% | 7.54% |
5 Year | 7.38% | 7.18% |
Risk Management
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.14% | 2.01% |
Sharp | 0.81% | 0.58% |
Beta | 1.22% | 1.14% |
Alpha | -0.53% | -0.96% |
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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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