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
1.49
1.63
NAV
₹20.38
₹26.88
Fund Started
25 Mar 2015
28 Feb 2014
Fund Size
₹36.28 Cr
₹1840.37 Cr
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
-
1 Year
2.96%
5.23%
3 Year
6.06%
7.51%
5 Year
5.91%
6.31%
Equity
0.00%
0.00%
Cash
16.71%
12.95%
Top 10 Holdings
-
-
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 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
