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Compare UTI Medium to Long Duration Fund vs Aditya Birla Sun Life Income Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 1.63 | 1.16 |
NAV | ₹70.42 | ₹120.75 |
Fund Started | 04 May 1998 | 09 Oct 1995 |
Fund Size | ₹313.14 Cr | ₹2185.08 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
5.0
3.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.63
1.16
NAV
₹70.42
₹120.75
Fund Started
04 May 1998
09 Oct 1995
Fund Size
₹313.14 Cr
₹2185.08 Cr
Exit Load
-
-
Returns
1 Year | 8.40% | 8.32% |
3 Year | 8.37% | 5.91% |
5 Year | 6.99% | 6.75% |
1 Year
8.40%
8.32%
3 Year
8.37%
5.91%
5 Year
6.99%
6.75%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 1.83% | 4.76% |
Equity
0.00%
0.00%
Cash
1.83%
4.76%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Sunil Madhukar Patil | Dhaval Joshi |
Start Date | 02 Jan 2023 | 21 Nov 2022 |
Name
Sunil Madhukar Patil
Dhaval Joshi
Start Date
02 Jan 2023
21 Nov 2022
About Fund
Description | 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. | The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach. |
Launch Date | 04 May 1998 | 09 Oct 1995 |
Description
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.
The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.
Launch Date
04 May 1998
09 Oct 1995
