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UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan 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 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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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 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% 5.53%
6 Month 3.12% 3.12% -9.07%
1 Year 6.87% 6.87% 2.07%
3 Year 6.26% 6.26% 16.79%
5 Year 5.19% 5.19% 35.83%

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 0.98% 0.98% -4.01%
1 Year 5.34% 5.34% -13.93%
3 Year 6.28% 6.28% 13.44%
5 Year 5.66% 5.66% 22.96%

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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