UTI Medium to Long Duration Fund vs Nippon India Income Fund compare
Nippon India Income Fund - Growth Plan Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Fund | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹401 Cr | ₹316 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 01 Jan 1998 | 18 Jul 1998 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index A-III | CRISIL Medium to Long Duration Fund AIII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.52 | 1.61 |
Manager | Vivek Sharma | Sunil Madhukar Patil |
ISIN Code | INF204K01CL1 | INF789F01406 |
Exits Load | Nippon India Income 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 | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.56% | 1.94% |
6 Month | 5.04% | 5.39% |
1 Year | 10.48% | 10.9% |
3 Year | 7.6% | 10.14% |
5 Year | 5.77% | 8.98% |
SIP Return Analysis
Scheme Name | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.58% | 3.78% |
1 Year | 10.77% | 11.55% |
3 Year | 8.74% | 8.8% |
5 Year | 6.97% | 9.05% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
1 Year | 8.2% | 8.13% |
3 Year | 7.76% | 7.49% |
5 Year | 7.95% | 7.12% |
Risk Management
Scheme Name | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.006% | 4.312% |
Sharp | -0.047% | 0.478% |
Beta | 0.842% | -0.271% |
Alpha | -0.059% | 2.074% |
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Fund Managers
Scheme Name | Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Name | Vivek Sharma | Sunil Madhukar Patil |
Total AUM | ₹39796 Cr | ₹6910 Cr |
Funds Managed | 12 | 4 |
Nippon India Income Fund - Growth Plan Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Income Fund - Growth Plan Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Income Fund - Growth Plan Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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