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UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH vs Bajaj Finserv Multi Asset Allocation Fund compare

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tortoise-icon Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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tortoise-icon UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Low to Moderate Low to Moderate
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 3.68% 0.43% 0.43%
6 Month -0.54% 2.93% 2.93%
1 Year - 6.3% 6.3%
3 Year - 6.03% 6.03%
5 Year - 4.73% 4.73%

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 3.27% 0.93% 0.93%
1 Year - 4.94% 4.94%
3 Year - 5.96% 5.96%
5 Year - 5.45% 5.45%

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
Funds Managed 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 33.64 100 100
Small Cap 9.01 - -
Mid Cap 13.75 - -
Large Cap 43.6 - -

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 33.52 100 100
Utilities 6.93 - -
Financial Services 18.41 - -
Technology 9.03 - -
Industrials 1.99 - -
Energy 4.55 - -
Consumer Defensive 12.09 - -
Consumer Cyclical 4.6 - -
Basic Materials 5.32 - -
Healthcare 2.29 - -
Communication Services 1.27 - -

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