Compare JM Low Duration Fund vs UTI Low Duration Fund
Risk | Low to Moderate | Moderate |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.88 | 0.41 |
NAV | ₹38.21 | ₹3665.62 |
Fund Started | 25 Sep 2006 | 21 Mar 2003 |
Fund Size | ₹170.19 Cr | ₹2667.29 Cr |
Exit Load | - | - |
Risk
Low to Moderate
Moderate
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.88
0.41
NAV
₹38.21
₹3665.62
Fund Started
25 Sep 2006
21 Mar 2003
Fund Size
₹170.19 Cr
₹2667.29 Cr
Exit Load
-
-
1 Year | 6.78% | 7.17% |
3 Year | 6.90% | 7.32% |
5 Year | 5.65% | 7.14% |
1 Year
6.78%
7.17%
3 Year
6.90%
7.32%
5 Year
5.65%
7.14%
Equity | 0.00% | 0.00% |
Cash | 2.45% | 0.00% |
Equity
0.00%
0.00%
Cash
2.45%
0.00%
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
Description | The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. | The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. |
Launch Date | 25 Sep 2006 | 21 Mar 2003 |
Description
The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.
Launch Date
25 Sep 2006
21 Mar 2003