Compare UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund
Risk
NA
Moderate
Rating
3.0
3.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.62
1.11
NAV
₹74.72
₹127.53
Fund Started
04 May 1998
09 Oct 1995
Fund Size
₹306.35 Cr
₹1966.47 Cr
Exit Load
-
-
1 Year
5.06%
4.59%
3 Year
6.75%
6.66%
5 Year
8.29%
5.82%
Equity
0.00%
0.00%
Cash
5.09%
5.38%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.
Launch Date
04 May 1998
09 Oct 1995
