Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs UTI QUARTERLY INTERVAL FUND III GROWTH compare
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
UTI QUARTERLY INTERVAL FUND III GROWTH
Chart Comparison
Overview
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
Fund | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
Investment Plan | Growth | Growth | Growth | Growth |
Level of Risk | Very High | Low | Low | Low |
Asset Size (Cr) | ₹154 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr |
Min Investment | ₹100 | ₹10000 | ₹10000 | ₹200000 |
Min SIP Invesment | ₹100 | ₹200000 | ₹200000 | ₹200000 |
Min Addl Investment | ₹100 | ₹10000 | ₹10000 | ₹200000 |
Launch Date | 21 May 2024 | 05 Sep 2008 | 05 Sep 2008 | 10 Mar 2025 |
Category | Index | FMP | FMP | FMP |
Fund Type | Open Ended | Close Ended | Close Ended | Open Ended |
Benchmark | Nifty Alpha Low Volatility 30 | CRISIL Liquid TRI | CRISIL Liquid TRI | |
Turn Over | % | % | % | % |
Expense Ratio | 1.09 | 0.15 | 0.15 | 0.15 |
Manager | Bhavesh Jain | |||
ISIN Code | INF754K01SO5 | INF789F01HC9 | INF789F01HC9 | INF789F01HC9 |
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 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
1 Month | 0.51% | 0.45% | 0.45% | 0.45% |
6 Month | 2.41% | 3.1% | 3.1% | 3.1% |
1 Year | -8.57% | 6.64% | 6.64% | 6.64% |
3 Year | - | 6.26% | 6.26% | 6.26% |
5 Year | - | 4.88% | 4.88% | 4.88% |
SIP Return Analysis
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
6 Month | 4.6% | 0.22% | 0.22% | 0.22% |
1 Year | -2.99% | 2.87% | 2.87% | 2.87% |
3 Year | - | 5.3% | 5.3% | 5.3% |
5 Year | - | 5.21% | 5.21% | 5.21% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
1 Year | -2.86% | 7.03% | 7.03% | 7.03% |
3 Year | - | 7.17% | 7.17% | 7.17% |
5 Year | - | 7.51% | 7.51% | 7.51% |
Risk Management
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
Standard Deviation | - | 0.357% | 0.357% | 0.357% |
Sharp | - | -2.181% | -2.181% | -2.181% |
Beta | - | - | - | - |
Alpha | - | - | - | - |
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Fund Managers
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III 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 QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH |
Market Cap
Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
Others | 3.98 | 100 | 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 QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
---|---|---|---|---|
Others | 0.5 | 100 | 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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