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Compare UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund

Risk

Moderate
Moderate

Rating

3.0
3.0

Min SIP Amount

₹500
₹1000

Expense Ratio

1.63
1.11

NAV

₹74.26
₹126.69

Fund Started

04 May 1998
09 Oct 1995

Fund Size

₹312.61 Cr
₹2164.72 Cr

Exit Load

-
-

1 Year

5.73%
5.33%

3 Year

6.79%
6.69%

5 Year

7.96%
5.30%

Equity

0.00%
0.00%

Cash

2.92%
7.41%

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

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