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Compare SBI Medium to Long Duration Fund vs UTI Medium to Long Duration Fund

Risk

NA
NA

Rating

2.0
3.0

Min SIP Amount

₹500
₹500

Expense Ratio

1.48
1.62

NAV

₹71.52
₹73.92

Fund Started

06 Oct 1998
04 May 1998

Fund Size

₹2158.79 Cr
₹309.62 Cr

Exit Load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
-

1 Year

5.39%
4.94%

3 Year

6.72%
6.44%

5 Year

5.50%
7.87%

Equity

0.00%
0.00%

Cash

9.30%
2.30%

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

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