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Compare Mutual Funds
Comparing UTI Medium Duration Fund vs HSBC Medium Duration FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - medium duration, debt
- medium duration, debt
- Fund Age
- 10 yrs 1 m
- 10 yrs 4 m
- Fund Size
- ₹40 Crs
- ₹649 Crs
- 3 months
- 3.58%
- 4.05%
- 6 months
- 5.74%
- 6.33%
- 1 year
- 10.03%
- 10.77%
- 3 year
- 8.0%
- 8.77%
- 5 year
- 6.31%
- 8.05%
- Standard Deviation
- 1.43
- 1.56
- Sharpe
- 0.67
- 0.97
- Beta
- 0.89
- 0.97
- Sortino
- 0.91
- 1.14
- Alpha
- 0.05
- 0.53
- Top 3 sectors
- Top 5 holdings
- GOI (41.49%)
- Uttar Pradesh State (8.05%)
- Godrej Industries Ltd. (7.19%)
- Eris Lifesciences Ltd. (5.02%)
- Aditya Birla Real Estate Ltd. (4.99%)
- GOI (18.970000000000002%)
- Small Industries Devp. Bank of India Ltd. (8.11%)
- Export-Import Bank Of India (8.01%)
- REC Ltd. (7.93%)
- National Bank For Agriculture & Rural Development (7.880000000000001%)
- Equity%
- 0.0%
- 0.0%
- Debt%
- 83.16804434%
- 99.7%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.84%
- 7.41%
- Modified Duration
- 3.35 yrs
- 3.63 yrs
- Avg. Maturity
- 4.47 yrs
- 6.13 yrs
- Avg. Credit Quality
- Low (SOV)
- High (AAA)
- Expense Ratio
- 0.81%
- 0.4%
- Exit Load
- 1.0% know more
- 0.0%
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY Medium Duration Debt Index A-III
- NIFTY Medium Duration Debt Index A-III
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Sunil Madhukar Patil
- Shriram Ramanathan
