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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 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 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) ₹123 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 4.25% 0.44% 0.44%
6 Month -8.32% 3.12% 3.12%
1 Year - 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 -0.03% 0.97% 0.97%
1 Year - 5.28% 5.28%
3 Year - 6.27% 6.27%
5 Year - 5.67% 5.67%

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 - 7.42% 7.42%
3 Year - 7.65% 7.65%
5 Year - 7.79% 7.79%

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 0.07 100 100
Large Cap 83.68 - -
Mid Cap 16.25 - -

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 -0.06 100 100
Industrials 8.85 - -
Technology 13.59 - -
Healthcare 25.13 - -
Basic Materials 10.17 - -
Financial Services 9.65 - -
Consumer Defensive 14.2 - -
Consumer Cyclical 11.04 - -
Communication Services 7.43 - -

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