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UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Low to Moderate Risk | Low to Moderate Risk |
| Asset Size (Cr) | ₹1110 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹500 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹500 | ₹0 | ₹0 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 06 Jun 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Multi Asset Allocation | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.08 | 0.14 | 0.14 |
| Manager | Nimesh Chandan | ||
| ISIN Code | INF0QA701797 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | Bajaj Finserv Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -0.49% | 0.49% | 0.49% |
| 6 Month | -6.8% | 3.03% | 3.03% |
| 1 Year | - | 6.36% | 6.36% |
| 3 Year | - | 5.95% | 5.95% |
| 5 Year | - | 4.7% | 4.7% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | - | 6.1% | 6.1% |
| 3 Year | - | 6.29% | 6.29% |
| 5 Year | - | 5.54% | 5.54% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | - | 6.87% | 6.87% |
| 3 Year | - | 7.29% | 7.29% |
| 5 Year | - | 7.6% | 7.6% |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.32% | 0.32% |
| Sharp | - | -5.131% | -5.131% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Nimesh Chandan | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Fund Manage | 8 | 95 | 95 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 34.8 | 100 | - |
| Mid Cap | 10.58 | - | - |
| Large Cap | 44.58 | - | - |
| Small Cap | 10.04 | - | - |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 34.8 | 100 | - |
| Finance | 5.58 | - | - |
| IT - Software | 8.79 | - | - |
| Transport Services | 1.13 | - | - |
| Banks | 10.96 | - | - |
| Petroleum Products | 2.18 | - | - |
| Diversified FMCG | 6.65 | - | - |
| Consumer Durables | 3.98 | - | - |
| Pharmaceuticals & Biotechnology | 0.67 | - | - |
| Ferrous Metals | 1.81 | - | - |
| Auto Components | 0.97 | - | - |
| Telecom - Services | 0.99 | - | - |
| Gas | 1.21 | - | - |
| Automobiles | 3.25 | - | - |
| Agricultural Food & other Products | 2.33 | - | - |
| Food Products | 2.05 | - | - |
| Oil | 0.36 | - | - |
| Personal Products | 2.18 | - | - |
| Fertilizers & Agrochemicals | 1.43 | - | - |
| Capital Markets | 0.51 | - | - |
| Construction | 1.31 | - | - |
| Consumable Fuels | 2.94 | - | - |
| Power | 3.92 | - | - |
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