UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs AXIS Nifty Bank Index Fund compare
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
Fund | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
Investment Plan | Growth | Growth | Growth | Growth | Growth |
Level of Risk | Low Risk | Low Risk | Low Risk | Low Risk | Very High Risk |
Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹124 Cr |
Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹500 |
Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹100 |
Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 29 May 2024 |
Category | FMP | FMP | FMP | FMP | Index Fund |
Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Open Ended |
Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY Bank TRI | |
Turn Over | % | % | % | % | % |
Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1 |
Manager | Karthik Kumar | ||||
ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF846K012W4 |
Exits Load | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% 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 QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
1 Month | 0.5% | 0.5% | 0.5% | 0.5% | 0.77% |
6 Month | 3.13% | 3.13% | 3.13% | 3.13% | -3.74% |
1 Year | 6.65% | 6.65% | 6.65% | 6.65% | - |
3 Year | 6.1% | 6.1% | 6.1% | 6.1% | - |
5 Year | 4.79% | 4.79% | 4.79% | 4.79% | - |
SIP Return Analysis
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
6 Month | - | - | - | - | - |
1 Year | 6.32% | 6.32% | 6.32% | 6.32% | - |
3 Year | 6.49% | 6.49% | 6.49% | 6.49% | - |
5 Year | 5.68% | 5.68% | 5.68% | 5.68% | - |
Rolling Lumpsum Returns
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
1 Year | 6.96% | 6.96% | 6.96% | 6.96% | - |
3 Year | 7.34% | 7.34% | 7.34% | 7.34% | - |
5 Year | 7.73% | 7.73% | 7.73% | 7.73% | - |
Risk Management
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | - |
Sharp | -2.589% | -2.589% | -2.589% | -2.589% | - |
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 QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
Name | Karthik Kumar | ||||
Total AUM | ₹0 Cr | ||||
Fund Manage | 9 | ||||
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
Others | 100 | 100 | 100 | 100 | -0.1 |
Large Cap | - | - | - | - | 92.48 |
Mid Cap | - | - | - | - | 7.63 |
Sector Allocation
Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|---|---|---|
Others | 100 | 100 | 100 | 100 | -0.1 |
Financial | - | - | - | - | 100.11 |
Top Comparisons
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns13.22%
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns13.21%
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.08%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns17.71%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns6.72%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.51%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%