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AXIS Nifty Bank Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
Fund UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth Growth
Level of Risk Low Average Very High
Asset Size (Cr) ₹13 Cr ₹ Cr ₹124 Cr
Min Investment ₹10000 ₹200000 ₹500
Min SIP Invesment ₹200000 ₹200000 ₹100
Min Addl Investment ₹1000 ₹200000 ₹100
Launch Date 09 Oct 2007 10 Mar 2025 29 May 2024
Category FMP FMP Index
Fund Type Close Ended Open Ended Open Ended
Benchmark CRISIL Low Duration Debt NIFTY Bank TRI
Turn Over % % %
Expense Ratio 0.13 1
Manager Karthik Kumar
ISIN Code INF789F01FS9 INF789F01FS9 INF846K012W4
Exits Load UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 /365 Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
1 Month 0.44% 0.44% 9.34%
6 Month 3.12% 3.12% 7.6%
1 Year 6.87% 6.87% -
3 Year 6.26% 6.26% -
5 Year 5.19% 5.19% -

SIP Return Analysis

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
6 Month 0.98% 0.98% 8.03%
1 Year 5.34% 5.34% -
3 Year 6.28% 6.28% -
5 Year 5.66% 5.66% -

Rolling Lumpsum Returns

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
1 Year 7.42% 7.42% -
3 Year 7.65% 7.65% -
5 Year 7.79% 7.79% -

Risk Management

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation 0.391% 0.391% -
Sharp -1.552% -1.552% -
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)
Name Karthik Kumar
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 9
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH AXIS Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

AXIS Nifty Bank Index Fund - Regular (G)

Others 100 100 0.17
Large Cap - - 84.27
Mid Cap - - 15.56

Sector Allocation

Scheme Name

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

AXIS Nifty Bank Index Fund - Regular (G)

Others 100 100 0.17
Financial Services - - 99.83

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