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
1.61
1.11
NAV
₹81.46
₹137.52
Fund Started
04 May 1998
09 Oct 1995
Fund Size
₹299.84 Cr
₹1792.12 Cr
Exit Load
-
-
1 Year
2.21%
1.78%
3 Year
6.11%
5.96%
5 Year
8.08%
5.32%
Equity
0.00%
0.00%
Cash
2.91%
4.57%
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