Compare UTI Low Duration Fund vs JM Low Duration Fund
Fund Details
Risk | Moderate | Low to Moderate |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 0.44 | 0.72 |
NAV | ₹3379.06 | ₹35.37 |
Fund Started | 21 Mar 2003 | 25 Sep 2006 |
Fund Size | ₹3393.73 Cr | ₹225.71 Cr |
Exit Load | - | - |
Returns
1 Year | 7.70% | 7.26% |
3 Year | 6.24% | 5.83% |
5 Year | 7.06% | 9.20% |
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 9.88% | 6.27% |
Top Holdings
Top 10 Holdings | - | - |
Fund Manager
Name | Anurag Mittal | Killol P 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 |
