Compare Kotak Bond Fund vs UTI Medium to Long Duration Fund
Risk
Moderate
NA
Rating
3.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.65
1.62
NAV
₹78.04
₹74.64
Fund Started
18 Oct 1999
04 May 1998
Fund Size
₹1907.51 Cr
₹306.35 Cr
Exit Load
-
-
1 Year
4.86%
5.03%
3 Year
6.70%
6.72%
5 Year
5.42%
8.27%
Equity
0.00%
0.00%
Cash
11.94%
3.51%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate.
The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launch Date
18 Oct 1999
04 May 1998
