All comparisons
Head-to-head
UTI Medium Term Fund - Direct Plan - GrowthvsAditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH
Side-by-side comparison of UTI Medium Term Fund - Direct Plan - Growth and Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
UTI Medium Term Fund - Direct Plan - Growth
3Y ago₹1.23 L
5Y ago₹1.38 L
debt
Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH
3Y ago₹1.35 L
5Y ago₹1.82 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Medium Term Fund - Direct P… | Aditya Birla Sun Life Medium Te… |
|---|---|---|
| Fund house | UTI Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund |
| Latest NAV | ₹20.8034 | ₹47.9596 |
| Assets managed (AUM) | — | — |
| 1Y return | 5.55% | 9.58% |
| 3Y CAGR | 7.07% | 10.60% |
| 5Y CAGR | 6.68% | 12.74% |
| Since inception CAGR | 6.62% | 9.75% |
| Bumpiness · 3Y (annualised σ) | 1.18 | 2.34 |
| Worst drop ever | -5.31% | -12.65% |
| Sharpe · 3Y (rf=6%) | 0.96 | 1.94 |
Explore each fund individually
UTI Medium Term Fund - Direct Plan - Growth →Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH →
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