Compare UTI Medium Term Fund vs Kotak Medium Term Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

UTI Medium Term Fund

DebtMedium Term2.0

Kotak Medium Term Fund

DebtMedium Term1.0

Risk	Moderate	NA
Rating	2.0	1.0
Min SIP Amount	₹500	₹100
Expense Ratio	1.54	1.63
NAV	₹20.61	₹27.48
Fund Started	25 Mar 2015	28 Feb 2014
Fund Size	₹33.97 Cr	₹1911.76 Cr
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	-

Risk

Moderate

Rating

2.0

1.0

Min SIP Amount

₹500

₹100

Expense Ratio

1.54

1.63

NAV

₹20.61

₹27.48

Fund Started

25 Mar 2015

28 Feb 2014

Fund Size

₹33.97 Cr

₹1911.76 Cr

Exit Load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

1 Year	2.79%	4.54%
3 Year	5.94%	7.69%
5 Year	5.07%	6.18%

1 Year

2.79%

4.54%

3 Year

5.94%

7.69%

5 Year

5.07%

6.18%

Equity	0.00%	0.00%
Cash	14.60%	13.47%

Equity

0.00%

Cash

14.60%

13.47%

Top 10 Holdings	-	-

Top 10 Holdings

Name	-	-
Start Date	-	-

Name

Start Date

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