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Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare

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tortoise-icon Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI ANNUAL 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 Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Fund Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low Average
Asset Size (Cr) ₹11 Cr ₹13 Cr ₹ Cr
Min Investment ₹1000 ₹10000 ₹200000
Min SIP Invesment ₹500 ₹200000 ₹200000
Min Addl Investment ₹1000 ₹1000 ₹200000
Launch Date 06 Jun 2024 09 Oct 2007 10 Mar 2025
Category Index FMP FMP
Fund Type Open Ended Close Ended Open Ended
Benchmark CRISIL IBX Gilt Index - June 2027 CRISIL Low Duration Debt
Turn Over % % %
Expense Ratio 0.5 0.13
Manager
ISIN Code INF209KC1050 INF789F01FS9 INF789F01FS9
Exits Load Data not available./365 UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 /365

Trailing Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 0.51% 0.44% 0.44%
6 Month 4.82% 3.12% 3.12%
1 Year 8.59% 6.87% 6.87%
3 Year - 6.26% 6.26%
5 Year - 5.19% 5.19%

SIP Return Analysis

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
6 Month 2.37% 0.22% 0.22%
1 Year 9.13% 2.87% 2.87%
3 Year - 5.32% 5.32%
5 Year - 5.2% 5.2%

Rolling Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 7.36% 7.36%
3 Year - 7.57% 7.57%
5 Year - 7.75% 7.75%

Risk Management

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.391% 0.391%
Sharp - -1.552% -1.552%
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Name
Total AUM ₹0 Cr
Funds Managed 95
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100

Sector Allocation

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100

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