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Compare UTI Low Duration Fund vs JM Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Low to Moderate |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.45 | 0.73 |
NAV | ₹3400.38 | ₹35.58 |
Fund Started | 21 Mar 2003 | 25 Sep 2006 |
Fund Size | ₹3504.62 Cr | ₹231.17 Cr |
Exit Load | - | - |
Risk
Moderate
Low to Moderate
Rating
5.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
0.45
0.73
NAV
₹3400.38
₹35.58
Fund Started
21 Mar 2003
25 Sep 2006
Fund Size
₹3504.62 Cr
₹231.17 Cr
Exit Load
-
-
Returns
1 Year | 7.59% | 7.27% |
3 Year | 6.37% | 5.96% |
5 Year | 7.06% | 9.23% |
1 Year
7.59%
7.27%
3 Year
6.37%
5.96%
5 Year
7.06%
9.23%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 8.42% | 4.96% |
Equity
0.00%
0.00%
Cash
8.42%
4.96%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Anurag Mittal | Killol Pandya |
Start Date | 01 Dec 2021 | 05 Nov 2024 |
Name
Anurag Mittal
Killol Pandya
Start Date
01 Dec 2021
05 Nov 2024
About Fund
Description | The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. | 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. |
Launch Date | 21 Mar 2003 | 25 Sep 2006 |
Description
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.
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.
Launch Date
21 Mar 2003
25 Sep 2006
