Compare Kotak Medium to Long Term Fund vs UTI Medium to Long Term Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Kotak Medium to Long Term Fund

DebtMedium to Long Term3.0

UTI Medium to Long Term Fund

DebtMedium to Long Term3.0

Risk	Moderate	NA
Rating	3.0	3.0
Min SIP Amount	₹100	₹500
Expense Ratio	1.65	1.64
NAV	₹89.70	₹82.72
Fund Started	18 Oct 1999	04 May 1998
Fund Size	₹1759.61 Cr	₹303.38 Cr
Exit Load	-	-

Risk

Moderate

Rating

3.0

Min SIP Amount

₹100

₹500

Expense Ratio

1.65

1.64

NAV

₹89.70

₹82.72

Fund Started

18 Oct 1999

04 May 1998

Fund Size

₹1759.61 Cr

₹303.38 Cr

Exit Load

1 Year	1.58%	1.84%
3 Year	5.81%	5.88%
5 Year	4.75%	6.37%

1 Year

1.58%

1.84%

3 Year

5.81%

5.88%

5 Year

4.75%

6.37%

Equity	0.00%	0.00%
Cash	23.85%	3.23%

Equity

0.00%

Cash

23.85%

3.23%

Top 10 Holdings	-	-

Top 10 Holdings

Name	-	-
Start Date	-	-

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

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