UTI Medium to Long Duration Fund vs Nippon India Income Fund compare
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Medium to Long Duration 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) | ₹423 Cr | ₹322 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 Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.28% | 0.44% |
| 6 Month | 0.25% | 0.81% |
| 1 Year | 5.37% | 6.31% |
| 3 Year | 6.93% | 7.21% |
| 5 Year | 4.93% | 7.98% |
SIP Return Analysis
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.18% | 0.16% |
| 1 Year | 3.16% | 3.73% |
| 3 Year | 6.13% | 6.5% |
| 5 Year | 5.92% | 7.54% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.14% | 8.15% |
| 3 Year | 7.75% | 7.54% |
| 5 Year | 7.94% | 7.25% |
Risk Management
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.42% | 2.25% |
| Sharp | 0.10% | 0.22% |
| Beta | 1.19% | 1.15% |
| Alpha | -1.46% | -1.16% |
Fund Managers
| Scheme Name | Nippon India Medium to Long Duration 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 Medium to Long Duration Fund - Growth Plan - Growth Option | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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