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UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs AXIS Nifty Bank Index Fund compare
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low Risk | Very High Risk |
| Asset Size (Cr) | ₹13 Cr | ₹124 Cr |
| Min Investment | ₹200000 | ₹500 |
| Min SIP Invesment | ₹200000 | ₹100 |
| Min Addl Investment | ₹200000 | ₹100 |
| Launch Date | 09 Oct 2007 | 29 May 2024 |
| Category | FMP | Index Fund |
| Fund Type | Close Ended | Open Ended |
| Benchmark | CRISIL Low Duration Debt | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 0.13 | 1 |
| Manager | Karthik Kumar | |
| ISIN Code | INF789F01FS9 | INF846K012W4 |
| Exits Load | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./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 | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.53% | 0.77% |
| 6 Month | 3.23% | -3.74% |
| 1 Year | 6.85% | - |
| 3 Year | 6.17% | - |
| 5 Year | 5.12% | - |
SIP Return Analysis
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.64% | - |
| 3 Year | 6.61% | - |
| 5 Year | 5.77% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 7.42% | - |
| 3 Year | 7.65% | - |
| 5 Year | 7.79% | - |
Risk Management
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 0.391% | - |
| Sharp | -1.552% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Karthik Kumar | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 95 | 9 |
| 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 |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 100 | -0.1 |
| Large Cap | - | 92.48 |
| Mid Cap | - | 7.63 |
Sector Allocation
| Scheme Name |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 100 | -0.1 |
| Financial | - | 100.11 |
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