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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| Fund | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low | Average | Very High |
| Asset Size (Cr) | ₹13 Cr | ₹ Cr | ₹36 Cr |
| Min Investment | ₹10000 | ₹200000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹200000 | ₹1000 |
| Launch Date | 09 Oct 2007 | 10 Mar 2025 | 03 Oct 2017 |
| Category | FMP | FMP | ELSS |
| Fund Type | Close Ended | Open Ended | Close Ended |
| Benchmark | CRISIL Low Duration Debt | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | 11% |
| Expense Ratio | 0.13 | 1.42 | |
| Manager | Dwijendra Srivastava | ||
| ISIN Code | INF789F01FS9 | INF789F01FS9 | INF903JA1AX5 |
| Exits Load | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.44% | 0.44% | 5.48% |
| 6 Month | 3.12% | 3.12% | -18.21% |
| 1 Year | 6.87% | 6.87% | 1.93% |
| 3 Year | 6.26% | 6.26% | 14.96% |
| 5 Year | 5.19% | 5.19% | 37.12% |
SIP Return Analysis
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.7% | 1.7% | -12.13% |
| 1 Year | 6.37% | 6.37% | -21.02% |
| 3 Year | 6.6% | 6.6% | 11.55% |
| 5 Year | 5.82% | 5.82% | 22.49% |
Rolling Lumpsum Returns
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.42% | 7.42% | 15.19% |
| 3 Year | 7.65% | 7.65% | 24.65% |
| 5 Year | 7.79% | 7.79% | 21.83% |
Risk Management
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 0.391% | 0.391% | 17.089% |
| Sharp | -1.552% | -1.552% | 0.604% |
| Beta | - | - | 0.806% |
| Alpha | - | - | 0.237% |
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Fund Managers
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | ||
| Total AUM | ₹0 Cr | ₹14140 Cr | |
| Funds Managed | 95 | 14 | |
| UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 3.78 |
| Small Cap | - | - | 89.41 |
| Mid Cap | - | - | 6.81 |
Sector Allocation
| Scheme Name |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 3.78 |
| Communication Services | - | - | 6.75 |
| Industrials | - | - | 21.35 |
| Basic Materials | - | - | 12.61 |
| Financial Services | - | - | 21.82 |
| Technology | - | - | 7.53 |
| Consumer Cyclical | - | - | 14.43 |
| Healthcare | - | - | 9.26 |
| Real Estate | - | - | 2.46 |
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