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Compare Aditya Birla Sun Life Income Fund vs UTI Medium to Long Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.16 | 1.62 |
NAV | ₹120.50 | ₹70.30 |
Fund Started | 09 Oct 1995 | 04 May 1998 |
Fund Size | ₹2182.15 Cr | ₹314.19 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
3.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.16
1.62
NAV
₹120.50
₹70.30
Fund Started
09 Oct 1995
04 May 1998
Fund Size
₹2182.15 Cr
₹314.19 Cr
Exit Load
-
-
Returns
1 Year | 9.21% | 9.23% |
3 Year | 5.65% | 8.14% |
5 Year | 6.85% | 7.12% |
1 Year
9.21%
9.23%
3 Year
5.65%
8.14%
5 Year
6.85%
7.12%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 10.13% | 1.90% |
Equity
0.00%
0.00%
Cash
10.13%
1.90%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dhaval Joshi | Sunil Madhukar Patil |
Start Date | 21 Nov 2022 | 12 Dec 2022 |
Name
Dhaval Joshi
Sunil Madhukar Patil
Start Date
21 Nov 2022
12 Dec 2022
About Fund
Description | The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. | 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. |
Launch Date | 09 Oct 1995 | 04 May 1998 |
Description
The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.
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.
Launch Date
09 Oct 1995
04 May 1998
