Compare UTI Medium Duration Fund vs Kotak Medium Term Fund
Risk | Moderate | NA |
Rating | 2.0 | 1.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.46 | 1.63 |
NAV | ₹18.66 | ₹23.58 |
Fund Started | 25 Mar 2015 | 28 Feb 2014 |
Fund Size | ₹39.24 Cr | ₹2014.86 Cr |
Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | - |
Risk
Moderate
NA
Rating
2.0
1.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.46
1.63
NAV
₹18.66
₹23.58
Fund Started
25 Mar 2015
28 Feb 2014
Fund Size
₹39.24 Cr
₹2014.86 Cr
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
-
1 Year | 6.06% | 8.26% |
3 Year | 6.65% | 7.84% |
5 Year | 5.84% | 6.32% |
1 Year
6.06%
8.26%
3 Year
6.65%
7.84%
5 Year
5.84%
6.32%
Equity | 0.00% | 0.00% |
Cash | 6.43% | 11.60% |
Equity
0.00%
0.00%
Cash
6.43%
11.60%
Top 10 Holdings | - | - |
Top 10 Holdings
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Name | - | - |
Start Date | - | - |
Name
-
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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 scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. |
Launch Date | 25 Mar 2015 | 28 Feb 2014 |
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 scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.
Launch Date
25 Mar 2015
28 Feb 2014