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Compare UTI Medium Duration Fund vs Axis Strategic Bond Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.49 | 1.16 |
NAV | ₹17.67 | ₹26.96 |
Fund Started | 25 Mar 2015 | 09 Mar 2012 |
Fund Size | ₹39.35 Cr | ₹1981.41 Cr |
Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months. |
Risk
Moderate
NA
Rating
2.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.49
1.16
NAV
₹17.67
₹26.96
Fund Started
25 Mar 2015
09 Mar 2012
Fund Size
₹39.35 Cr
₹1981.41 Cr
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Returns
1 Year | 7.49% | 8.40% |
3 Year | 5.62% | 6.66% |
5 Year | 4.54% | 6.76% |
1 Year
7.49%
8.40%
3 Year
5.62%
6.66%
5 Year
4.54%
6.76%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 10.82% | 3.35% |
Equity
0.00%
0.00%
Cash
10.82%
3.35%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Sunil Madhukar Patil | Akhil Bipin Thakker |
Start Date | 12 Dec 2022 | 01 Feb 2023 |
Name
Sunil Madhukar Patil
Akhil Bipin Thakker
Start Date
12 Dec 2022
01 Feb 2023
About Fund
Description | The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years. | The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. |
Launch Date | 25 Mar 2015 | 09 Mar 2012 |
Description
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Launch Date
25 Mar 2015
09 Mar 2012
