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Compare Kotak Bond 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 | ₹100 | ₹500 |
Expense Ratio | 1.64 | 1.62 |
NAV | ₹73.17 | ₹69.77 |
Fund Started | 18 Oct 1999 | 04 May 1998 |
Fund Size | ₹2221.04 Cr | ₹313.01 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.64
1.62
NAV
₹73.17
₹69.77
Fund Started
18 Oct 1999
04 May 1998
Fund Size
₹2221.04 Cr
₹313.01 Cr
Exit Load
-
-
Returns
1 Year | 8.41% | 8.48% |
3 Year | 5.28% | 7.91% |
5 Year | 6.18% | 6.94% |
1 Year
8.41%
8.48%
3 Year
5.28%
7.91%
5 Year
6.18%
6.94%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 6.30% | 1.90% |
Equity
0.00%
0.00%
Cash
6.30%
1.90%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Sunil Madhukar Patil |
Start Date | 03 Jul 2023 | 12 Dec 2022 |
Name
Palha Khanna
Sunil Madhukar Patil
Start Date
03 Jul 2023
12 Dec 2022
About Fund
Description | The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate. | 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 | 18 Oct 1999 | 04 May 1998 |
Description
The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate.
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
18 Oct 1999
04 May 1998
