Compare JM Low Duration Fund vs UTI Low Duration Fund
Risk
Low to Moderate
Low to Moderate
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.89
0.42
NAV
₹38.80
₹3726.50
Fund Started
25 Sep 2006
21 Mar 2003
Fund Size
₹223.17 Cr
₹3108.34 Cr
Exit Load
-
-
1 Year
5.18%
5.59%
3 Year
6.65%
7.01%
5 Year
5.73%
7.19%
Equity
0.00%
0.00%
Cash
-0.45%
8.95%
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