Compare SBI Medium to Long Duration Fund vs UTI Medium to Long Duration Fund
Risk
NA
NA
Rating
1.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.5
1.62
NAV
₹72.07
₹74.63
Fund Started
06 Oct 1998
04 May 1998
Fund Size
₹2085.49 Cr
₹306.35 Cr
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
-
1 Year
5.00%
4.81%
3 Year
6.86%
6.61%
5 Year
5.78%
8.28%
Equity
0.00%
0.00%
Cash
14.54%
5.09%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
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
06 Oct 1998
04 May 1998