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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| 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 | ₹36 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | % | 11% |
| Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1.42 |
| Manager | Dwijendra Srivastava | ||||
| ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF903JA1AX5 |
| 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 | Data not available./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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Month | 0.5% | 0.5% | 0.5% | 0.5% | -7.06% |
| 6 Month | 3.13% | 3.13% | 3.13% | 3.13% | -12.74% |
| 1 Year | 6.65% | 6.65% | 6.65% | 6.65% | -1.18% |
| 3 Year | 6.1% | 6.1% | 6.1% | 6.1% | 18.39% |
| 5 Year | 4.79% | 4.79% | 4.79% | 4.79% | 25% |
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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 6 Month | - | - | - | - | - |
| 1 Year | 6.34% | 6.34% | 6.34% | 6.34% | -16.02% |
| 3 Year | 6.49% | 6.49% | 6.49% | 6.49% | 13.62% |
| 5 Year | 5.67% | 5.67% | 5.67% | 5.67% | 24.41% |
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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Year | 6.96% | 6.96% | 6.96% | 6.96% | 15.19% |
| 3 Year | 7.34% | 7.34% | 7.34% | 7.34% | 24.65% |
| 5 Year | 7.73% | 7.73% | 7.73% | 7.73% | 21.83% |
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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | 15.979% |
| Sharp | -2.589% | -2.589% | -2.589% | -2.589% | 0.755% |
| Beta | - | - | - | - | 0.792% |
| Alpha | - | - | - | - | 0.735% |
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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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Name | Dwijendra Srivastava | ||||
| Total AUM | ₹14140 Cr | ||||
| Fund Manage | 14 | ||||
| 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 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
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 |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 4.03 |
| Small Cap | - | - | - | - | 90.27 |
| Mid Cap | - | - | - | - | 5.76 |
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 |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 4.03 |
| IT - Services | - | - | - | - | 5.58 |
| Industrial Products | - | - | - | - | 16.82 |
| Chemicals & Petrochemicals | - | - | - | - | 2.76 |
| Banks | - | - | - | - | 8.82 |
| Consumer Durables | - | - | - | - | 12.17 |
| IT - Software | - | - | - | - | 5.62 |
| Finance | - | - | - | - | 5.86 |
| Entertainment | - | - | - | - | 2.9 |
| Pharmaceuticals & Biotechnology | - | - | - | - | 4.17 |
| Construction | - | - | - | - | 2.34 |
| Auto Components | - | - | - | - | 0.55 |
| Leisure Services | - | - | - | - | 6 |
| Commercial Services & Supplies | - | - | - | - | 2.66 |
| Capital Markets | - | - | - | - | 11.27 |
| Realty | - | - | - | - | 2.2 |
| Cement & Cement Products | - | - | - | - | 2.41 |
| Healthcare Services | - | - | - | - | 3.9 |
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