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Compare Union Low Duration Fund vs UTI Low Duration Fund

Risk

Low to Moderate
Moderate

Rating

-
4.0

Min SIP Amount

₹500
₹500

Expense Ratio

1.02
0.41

NAV

₹10.21
₹3665.77

Fund Started

26 Jun 2025
21 Mar 2003

Fund Size

₹1017.13 Cr
₹2667.29 Cr

Exit Load

-
-

1 Year

-
7.20%

3 Year

-
7.33%

5 Year

-
7.15%

Equity

0.00%
0.00%

Cash

19.53%
0.00%

Top 10 Holdings

-
-

Name

Anindya Sarkar
-

Start Date

01 Aug 2025
-

Description

The scheme seeks to provide reasonable returns and liquidity by investing in a range of debt and money market instruments while maintaining the balance of safety, liquidity and returns such that the Macaulay Duration of the portfolio is between 6 months to 12 months.
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.

Launch Date

26 Jun 2025
21 Mar 2003

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