- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Fund | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Low Risk |
| Asset Size (Cr) | ₹123 Cr | ₹13 Cr |
| Min Investment | ₹100 | ₹200000 |
| Min SIP Invesment | ₹100 | ₹200000 |
| Min Addl Investment | ₹100 | ₹200000 |
| Launch Date | 21 May 2024 | 09 Oct 2007 |
| Category | Index Fund | FMP |
| Fund Type | Open Ended | Close Ended |
| Benchmark | Nifty Alpha Low Volatility 30 | CRISIL Low Duration Debt |
| Turn Over | % | % |
| Expense Ratio | 1.09 | 0.13 |
| Manager | Bhavesh Jain | |
| ISIN Code | INF754K01SO5 | INF789F01FS9 |
| Exits Load | Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | -4.2% | 0.53% |
| 6 Month | -17.08% | 3.23% |
| 1 Year | - | 6.85% |
| 3 Year | - | 6.17% |
| 5 Year | - | 5.12% |
SIP Return Analysis
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 6.64% |
| 3 Year | - | 6.61% |
| 5 Year | - | 5.77% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | - | 7.42% |
| 3 Year | - | 7.65% |
| 5 Year | - | 7.79% |
Risk Management
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | - | 0.391% |
| Sharp | - | -1.552% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Name | Bhavesh Jain | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 22 | 95 |
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Others | 2.72 | 100 |
| Large Cap | 76.74 | - |
| Mid Cap | 20.54 | - |
Sector Allocation
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Others | -0.46 | 100 |
| Capital Goods | 7.23 | - |
| Healthcare | 17.57 | - |
| Construction | 3.68 | - |
| Materials | 9.83 | - |
| Financial | 6.73 | - |
| Consumer Staples | 18.98 | - |
| Energy | 10.92 | - |
| Consumer Discretionary | 2.85 | - |
| Automobile | 18.34 | - |
| Communication | 4.33 | - |
Top Comparisons
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns10.57%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns8.57%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.4%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.91%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns13.98%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns9.91%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.36%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.38%
