- 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
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| Fund | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Average | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13 Cr | ₹ Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹10000 | ₹200000 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹0 | ₹0 |
| Min Addl Investment | ₹1000 | ₹200000 | ₹1000 | ₹1000 |
| Launch Date | 09 Oct 2007 | 10 Mar 2025 | 07 Aug 2008 | 07 Aug 2008 |
| Category | FMP | FMP | FMP | FMP |
| Fund Type | Close Ended | Open Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Low Duration Debt | CRISIL Liquid TRI | CRISIL Liquid TRI | |
| Turn Over | % | % | % | % |
| Expense Ratio | 0.13 | 0.14 | 0.14 | |
| Manager | ||||
| ISIN Code | INF789F01FS9 | INF789F01FS9 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| 1 Month | 0.44% | 0.44% | 0.43% | 0.43% |
| 6 Month | 3.12% | 3.12% | 2.93% | 2.93% |
| 1 Year | 6.87% | 6.87% | 6.3% | 6.3% |
| 3 Year | 6.26% | 6.26% | 6.03% | 6.03% |
| 5 Year | 5.19% | 5.19% | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| 6 Month | 1.7% | 1.7% | 1.6% | 1.6% |
| 1 Year | 6.37% | 6.37% | 5.89% | 5.89% |
| 3 Year | 6.6% | 6.6% | 6.27% | 6.27% |
| 5 Year | 5.82% | 5.82% | 5.6% | 5.6% |
Rolling Lumpsum Returns
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| 1 Year | 7.42% | 7.42% | 6.87% | 6.87% |
| 3 Year | 7.65% | 7.65% | 7.29% | 7.29% |
| 5 Year | 7.79% | 7.79% | 7.6% | 7.6% |
Risk Management
| Scheme Name | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| Standard Deviation | 0.391% | 0.391% | 0.32% | 0.32% |
| Sharp | -1.552% | -1.552% | -5.131% | -5.131% |
| 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 | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| Name | ||||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 95 | 95 | 95 | |
| UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns14.48%
Bandhan Small Cap Fund Regular Growth
3Y Returns23.47%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.42%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.41%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns16.33%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns11.84%
Sundaram Services Fund Regular Plan - Growth
3Y Returns13.48%
Quant ESG Equity Fund Regular - Growth
3Y Returns12.66%
