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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
Edelweiss Nifty Alpha Low Volatility 30 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | Edelweiss Nifty Alpha Low Volatility 30 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 | Very High | Low | Average |
| Asset Size (Cr) | ₹158 Cr | ₹13 Cr | ₹ Cr |
| Min Investment | ₹100 | ₹10000 | ₹200000 |
| Min SIP Invesment | ₹100 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹200000 |
| Launch Date | 21 May 2024 | 09 Oct 2007 | 10 Mar 2025 |
| Category | Index | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Open Ended |
| Benchmark | Nifty Alpha Low Volatility 30 | CRISIL Low Duration Debt | |
| Turn Over | % | % | % |
| Expense Ratio | 1.09 | 0.13 | |
| Manager | Bhavesh Jain | ||
| ISIN Code | INF754K01SO5 | INF789F01FS9 | INF789F01FS9 |
| 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 Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -3.95% | 0.44% | 0.44% |
| 6 Month | -0.28% | 3.12% | 3.12% |
| 1 Year | -13.2% | 6.87% | 6.87% |
| 3 Year | - | 6.26% | 6.26% |
| 5 Year | - | 5.19% | 5.19% |
SIP Return Analysis
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 2.33% | 0.21% | 0.21% |
| 1 Year | -5.22% | 2.84% | 2.84% |
| 3 Year | - | 5.3% | 5.3% |
| 5 Year | - | 5.21% | 5.21% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | -4.03% | 7.27% | 7.27% |
| 3 Year | - | 7.51% | 7.51% |
| 5 Year | - | 7.72% | 7.72% |
Risk Management
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Bhavesh Jain | ||
| Total AUM | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 22 | 95 | |
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 3.98 | 100 | 100 |
| Large Cap | 78.5 | - | - |
| Mid Cap | 17.52 | - | - |
Sector Allocation
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 0.5 | 100 | 100 |
| Industrials | 0 | - | - |
| Technology | 11.92 | - | - |
| Healthcare | 20.73 | - | - |
| Financial Services | 32.09 | - | - |
| Basic Materials | 12.58 | - | - |
| Consumer Defensive | 11.02 | - | - |
| Consumer Cyclical | 7.22 | - | - |
| Communication Services | 3.94 | - | - |
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