Compare JM Low Duration Fund vs UTI Low Duration Fund
JM Low Duration Fund
UTI Low Duration Fund
Risk
Low to Moderate
Low to Moderate
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.87
0.43
NAV
₹40.68
₹3851.78
Fund Started
25 Sep 2006
21 Mar 2003
Fund Size
₹218.88 Cr
₹2459.68 Cr
Exit Load
-
-
1 Year
5.61%
6.01%
3 Year
6.80%
7.16%
5 Year
5.92%
7.38%
Equity
0.00%
0.00%
Cash
3.40%
4.92%
Top 10 Holdings
-
-
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
