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Compare HSBC Medium to Long Duration 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 | 1.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.9 | 1.62 |
NAV | ₹40.37 | ₹70.24 |
Fund Started | 14 Nov 2002 | 04 May 1998 |
Fund Size | ₹49.66 Cr | ₹314.19 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
1.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.9
1.62
NAV
₹40.37
₹70.24
Fund Started
14 Nov 2002
04 May 1998
Fund Size
₹49.66 Cr
₹314.19 Cr
Exit Load
-
-
Returns
1 Year | 7.51% | 8.41% |
3 Year | 4.38% | 8.11% |
5 Year | 5.00% | 7.11% |
1 Year
7.51%
8.41%
3 Year
4.38%
8.11%
5 Year
5.00%
7.11%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 7.80% | 2.04% |
Equity
0.00%
0.00%
Cash
7.80%
2.04%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Kapil Punjabi | Sunil Madhukar Patil |
Start Date | 15 Mar 2022 | 12 Dec 2022 |
Name
Kapil Punjabi
Sunil Madhukar Patil
Start Date
15 Mar 2022
12 Dec 2022
About Fund
Description | The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years. | 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 | 14 Nov 2002 | 04 May 1998 |
Description
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
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
14 Nov 2002
04 May 1998
