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Compare JM Low Duration Fund vs UTI Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Low to Moderate | Moderate |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.73 | 0.45 |
NAV | ₹35.71 | ₹3414.21 |
Fund Started | 25 Sep 2006 | 21 Mar 2003 |
Fund Size | ₹229.93 Cr | ₹2864.59 Cr |
Exit Load | - | - |
Risk
Low to Moderate
Moderate
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.73
0.45
NAV
₹35.71
₹3414.21
Fund Started
25 Sep 2006
21 Mar 2003
Fund Size
₹229.93 Cr
₹2864.59 Cr
Exit Load
-
-
Returns
1 Year | 7.27% | 7.55% |
3 Year | 6.00% | 6.43% |
5 Year | 9.24% | 7.07% |
1 Year
7.27%
7.55%
3 Year
6.00%
6.43%
5 Year
9.24%
7.07%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 4.57% | 2.98% |
Equity
0.00%
0.00%
Cash
4.57%
2.98%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Killol Pandya | Anurag Mittal |
Start Date | 05 Nov 2024 | 01 Dec 2021 |
Name
Killol Pandya
Anurag Mittal
Start Date
05 Nov 2024
01 Dec 2021
About Fund
Description | The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. | The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. |
Launch Date | 25 Sep 2006 | 21 Mar 2003 |
Description
The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.
Launch Date
25 Sep 2006
21 Mar 2003
