AXIS Nifty Bank Index Fund vs UTI QUARTERLY INTERVAL FUND III GROWTH compare
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹143 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹200000 | ₹500 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹200000 | ₹100 |
| Min Addl Investment | ₹10000 | ₹10000 | ₹200000 | ₹100 |
| Launch Date | 05 Sep 2008 | 05 Sep 2008 | 10 Mar 2025 | 29 May 2024 |
| Category | FMP | FMP | FMP | Index |
| Fund Type | Close Ended | Close Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY Bank TRI | |
| Turn Over | % | % | % | % |
| Expense Ratio | 0.15 | 0.15 | 0.15 | 1 |
| Manager | Karthik Kumar | |||
| ISIN Code | INF789F01HC9 | INF789F01HC9 | INF789F01HC9 | INF846K012W4 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| 1 Month | 0.45% | 0.45% | 0.45% | 3.28% |
| 6 Month | 3.1% | 3.1% | 3.1% | 7.33% |
| 1 Year | 6.64% | 6.64% | 6.64% | 11.37% |
| 3 Year | 6.26% | 6.26% | 6.26% | - |
| 5 Year | 4.88% | 4.88% | 4.88% | - |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| 6 Month | - | - | - | 6.56% |
| 1 Year | 0.58% | 0.58% | 0.58% | 24.48% |
| 3 Year | 3.93% | 3.93% | 3.93% | - |
| 5 Year | 4.51% | 4.51% | 4.51% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| 1 Year | 7.03% | 7.03% | 7.03% | 8.49% |
| 3 Year | 7.18% | 7.18% | 7.18% | - |
| 5 Year | 7.53% | 7.53% | 7.53% | - |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| Standard Deviation | 0.357% | 0.357% | 0.357% | - |
| Sharp | -2.181% | -2.181% | -2.181% | - |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| Name | Karthik Kumar | |||
| Total AUM | ₹0 Cr | ₹0 Cr | ||
| Funds Managed | 95 | 9 | ||
| UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 0 |
| Large Cap | - | - | - | 84.08 |
| Mid Cap | - | - | - | 15.92 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 0 |
| Financial Services | - | - | - | 100 |
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