Compare Invesco India Medium Term Fund vs UTI Medium Term Fund
Invesco India Medium Term Fund
DebtMedium Term
UTI Medium Term Fund
DebtMedium Term
Risk
Moderate
Moderate
Rating
2.0
2.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.14
1.54
NAV
₹1351.40
₹20.61
Fund Started
29 Jun 2021
25 Mar 2015
Fund Size
₹131.21 Cr
₹33.97 Cr
Exit Load
-
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
2.82%
2.79%
3 Year
6.16%
5.94%
5 Year
4.99%
5.07%
Equity
0.00%
0.00%
Cash
9.39%
14.60%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
Launch Date
29 Jun 2021
25 Mar 2015
