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) | ₹204 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 | 1.02% | 0.9% |
6 Month | 2.01% | 1.79% |
1 Year | 6.84% | 6.51% |
3 Year | 7.78% | 7.37% |
5 Year | 5.25% | 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 | 0.48% | 0.7% |
1 Year | 5.67% | 5.56% |
3 Year | 7.43% | 7.08% |
5 Year | 6.6% | 7.88% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 7.77% | 8.15% |
3 Year | 7.29% | 7.54% |
5 Year | 7.37% | 7.25% |
Risk Management
Scheme Name | LIC MF Bond Fund-Regular Plan-Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.35% | 2.26% |
Sharp | 0.29% | 0.16% |
Beta | 1.24% | 1.21% |
Alpha | -0.75% | -1.02% |
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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