- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
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
Chart Comparison
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) | ₹12 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 | 0.39% | 0.44% | 0.44% |
| 6 Month | 3.16% | 3.12% | 3.12% |
| 1 Year | 7.83% | 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 | 0.91% | - | - |
| 1 Year | 6.18% | 0.96% | 0.96% |
| 3 Year | - | 4.22% | 4.22% |
| 5 Year | - | 4.65% | 4.65% |
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 | 8.38% | 7.2% | 7.2% |
| 3 Year | - | 7.5% | 7.5% |
| 5 Year | - | 7.61% | 7.61% |
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 | - | - | - |
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 |
Top Comparisons
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.84%
Quant Aggressive Hybrid Fund-Growth
3Y Returns12.09%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.83%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.66%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.9%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.99%
