Compare UTI Medium Duration Fund vs DSP Bond Fund
Risk
Moderate
Moderate
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.49
0.77
NAV
₹20.38
₹90.54
Fund Started
25 Mar 2015
07 Apr 1997
Fund Size
₹36.28 Cr
₹288.40 Cr
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
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1 Year
2.96%
3.27%
3 Year
6.06%
6.62%
5 Year
5.91%
5.72%
Equity
0.00%
0.00%
Cash
16.71%
0.63%
Top 10 Holdings
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-
Name
-
-
Start Date
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Description
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
The fund aims at reasonable and attractive return consistent with prudent risk from a portfolio of high quality debt instruments. The secondary objective is to generate capital appreciation.
Launch Date
25 Mar 2015
07 Apr 1997
