UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund compare

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Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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Chart Comparison

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

Overview

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Fund	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Investment Plan	Growth	Growth	Growth	Growth	Growth
Level of Risk	Very High	Low	Low	Low	Low
Asset Size (Cr)	₹123 Cr	₹9 Cr	₹9 Cr	₹9 Cr	₹9 Cr
Min Investment	₹100	₹10000	₹10000	₹10000	₹10000
Min SIP Invesment	₹100	₹200000	₹0	₹200000	₹200000
Min Addl Investment	₹100	₹1000	₹1000	₹1000	₹1000
Launch Date	21 May 2024	15 Jun 2007	15 Jun 2007	15 Jun 2007	15 Jun 2007
Category	Index	FMP	FMP	FMP	FMP
Fund Type	Open Ended	Close Ended	Close Ended	Close Ended	Close Ended
Benchmark	Nifty Alpha Low Volatility 30	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI
Turn Over	%	%	%	%	%
Expense Ratio	1.09	0.03	0.03	0.03	0.03
Manager	Bhavesh Jain
ISIN Code	INF754K01SO5	INF789F01GE7	INF789F01GE7	INF789F01GE7	INF789F01GE7
Exits Load	Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. 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	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
1 Month	3.27%	0.44%	0.44%	0.44%	0.44%
6 Month	-12.45%	3.01%	3.01%	3.01%	3.01%
1 Year	-	6.52%	6.52%	6.52%	6.52%
3 Year	-	6.18%	6.18%	6.18%	6.18%
5 Year	-	4.83%	4.83%	4.83%	4.83%

SIP Return Analysis

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
6 Month	-2.05%	0.95%	0.95%	0.95%	0.95%
1 Year	-	5.1%	5.1%	5.1%	5.1%
3 Year	-	6.15%	6.15%	6.15%	6.15%
5 Year	-	5.59%	5.59%	5.59%	5.59%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
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	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Standard Deviation	-	0.342%	0.342%	0.342%	0.342%
Sharp	-	-2.589%	-2.589%	-2.589%	-2.589%
Beta	-	-	-	-	-
Alpha	-	-	-	-	-

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Fund Managers

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Name	Bhavesh Jain
Total AUM	₹0 Cr
Funds Managed	22
	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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

Market Cap

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Others	0.07	100	100	100	100
Large Cap	83.68	-	-	-	-
Mid Cap	16.25	-	-	-	-

Sector Allocation

Scheme Name	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)	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
Others	-0.06	100	100	100	100
Industrials	8.85	-	-	-	-
Technology	13.59	-	-	-	-
Healthcare	25.13	-	-	-	-
Basic Materials	10.17	-	-	-	-
Financial Services	9.65	-	-	-	-
Consumer Defensive	14.2	-	-	-	-
Consumer Cyclical	11.04	-	-	-	-
Communication Services	7.43	-	-	-	-