- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
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 Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs UTI QUARTERLY INTERVAL FUND III GROWTH compare
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹36 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹200000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹10000 | ₹10000 | ₹200000 | ₹1000 |
| Launch Date | 05 Sep 2008 | 05 Sep 2008 | 10 Mar 2025 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Open Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | 11% |
| Expense Ratio | 0.15 | 0.15 | 0.15 | 1.42 |
| Manager | Dwijendra Srivastava | |||
| ISIN Code | INF789F01HC9 | INF789F01HC9 | INF789F01HC9 | INF903JA1AX5 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | 0.45% | 0.45% | 0.45% | 5.48% |
| 6 Month | 3.1% | 3.1% | 3.1% | -18.21% |
| 1 Year | 6.64% | 6.64% | 6.64% | 1.93% |
| 3 Year | 6.26% | 6.26% | 6.26% | 14.96% |
| 5 Year | 4.88% | 4.88% | 4.88% | 37.12% |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | 1.7% | 1.7% | 1.7% | -12.13% |
| 1 Year | 6.21% | 6.21% | 6.21% | -21.02% |
| 3 Year | 6.57% | 6.57% | 6.57% | 11.55% |
| 5 Year | 5.82% | 5.82% | 5.82% | 22.49% |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 7.04% | 7.04% | 7.04% | 15.19% |
| 3 Year | 7.18% | 7.18% | 7.18% | 24.65% |
| 5 Year | 7.55% | 7.55% | 7.55% | 21.83% |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 0.357% | 0.357% | 0.357% | 17.089% |
| Sharp | -2.181% | -2.181% | -2.181% | 0.604% |
| Beta | - | - | - | 0.806% |
| Alpha | - | - | - | 0.237% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III 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 QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 3.78 |
| Small Cap | - | - | - | 89.41 |
| Mid Cap | - | - | - | 6.81 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Others | 100 | 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 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns16.96%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Bluechip Fund - Growth
3Y Returns16.74%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns13.03%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns14.12%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns14.12%
Kotak Bond Short Term Plan-(Growth)
3Y Returns6.23%
HSBC Short Duration Fund - Regular Growth
3Y Returns6.1%
