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Compare Nippon India Medium to Long Duration Fund vs UTI Medium to Long Duration Fund

Risk

Moderate
NA

Rating

2.0
3.0

Min SIP Amount

₹100
₹500

Expense Ratio

1.53
1.62

NAV

₹90.05
₹73.97

Fund Started

20 Dec 1997
04 May 1998

Fund Size

₹390.43 Cr
₹309.62 Cr

Exit Load

Exit load of 0.25% if redeemed within 15 days
-

1 Year

4.28%
4.85%

3 Year

6.36%
6.48%

5 Year

4.84%
7.88%

Equity

0.00%
0.00%

Cash

4.41%
2.30%

Top 10 Holdings

-
-

Name

-
-

Start Date

-
-

Description

The scheme aims to generate capital appreciation of the portfolio and optimal returns consistent with moderate risk. The scheme will predominantly invest in debt instruments, while money market investment can also go up to 50 per cent.
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

20 Dec 1997
04 May 1998

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