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Compare UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 1.61 | 1.16 |
NAV | ₹70.87 | ₹121.45 |
Fund Started | 04 May 1998 | 09 Oct 1995 |
Fund Size | ₹315.98 Cr | ₹2211.93 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
5.0
3.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.61
1.16
NAV
₹70.87
₹121.45
Fund Started
04 May 1998
09 Oct 1995
Fund Size
₹315.98 Cr
₹2211.93 Cr
Exit Load
-
-
Returns
1 Year | 7.77% | 7.90% |
3 Year | 8.56% | 5.78% |
5 Year | 7.72% | 6.31% |
1 Year
7.77%
7.90%
3 Year
8.56%
5.78%
5 Year
7.72%
6.31%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.90% | 2.51% |
Equity
0.00%
0.00%
Cash
2.90%
2.51%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Sunil Madhukar Patil | Dhaval Joshi |
Start Date | 12 Dec 2022 | 21 Nov 2022 |
Name
Sunil Madhukar Patil
Dhaval Joshi
Start Date
12 Dec 2022
21 Nov 2022
About Fund
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 |
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
