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Compare Nippon India 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 | ₹100 | ₹500 |
Expense Ratio | 1.52 | 1.62 |
NAV | ₹86.24 | ₹70.36 |
Fund Started | 20 Dec 1997 | 04 May 1998 |
Fund Size | ₹394.77 Cr | ₹314.19 Cr |
Exit Load | Exit load of 0.25% if redeemed within 15 days | - |
Risk
Moderate
Moderate
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.52
1.62
NAV
₹86.24
₹70.36
Fund Started
20 Dec 1997
04 May 1998
Fund Size
₹394.77 Cr
₹314.19 Cr
Exit Load
Exit load of 0.25% if redeemed within 15 days
-
Returns
1 Year | 9.01% | 9.25% |
3 Year | 5.94% | 8.16% |
5 Year | 6.28% | 7.20% |
1 Year
9.01%
9.25%
3 Year
5.94%
8.16%
5 Year
6.28%
7.20%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 9.45% | 2.04% |
Equity
0.00%
0.00%
Cash
9.45%
2.04%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Akshay Sharma | Sunil Madhukar Patil |
Start Date | 01 Dec 2022 | 12 Dec 2022 |
Name
Akshay Sharma
Sunil Madhukar Patil
Start Date
01 Dec 2022
12 Dec 2022
About Fund
Description | The scheme aims to generate capital appreciation of the portfolio and optimal returns consistent with moderate risk. The scheme will predominantly invest in debt instruments, while money market investment can also go up to 50 per cent. | 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 | 20 Dec 1997 | 04 May 1998 |
Description
The scheme aims to generate capital appreciation of the portfolio and optimal returns consistent with moderate risk. The scheme will predominantly invest in debt instruments, while money market investment can also go up to 50 per cent.
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
20 Dec 1997
04 May 1998
