- 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
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) | ₹148 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 | -0.35% | 0.45% | 0.45% | 0.45% |
| 6 Month | -0.62% | 3.1% | 3.1% | 3.1% |
| 1 Year | -1.67% | 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 | 1.8% | - | - | - |
| 1 Year | 6.57% | 0.54% | 0.54% | 0.54% |
| 3 Year | - | 3.89% | 3.89% | 3.89% |
| 5 Year | - | 4.52% | 4.52% | 4.52% |
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 | -8.33% | 7.03% | 7.03% | 7.03% |
| 3 Year | - | 7.18% | 7.18% | 7.18% |
| 5 Year | - | 7.53% | 7.53% | 7.53% |
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 | - | - | - | - |
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 | 3.94 | 100 | 100 | 100 |
| Large Cap | 79.34 | - | - | - |
| Mid Cap | 16.72 | - | - | - |
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 | 0.05 | 100 | 100 | 100 |
| Technology | 11.2 | - | - | - |
| Financial Services | 32.39 | - | - | - |
| Healthcare | 21.59 | - | - | - |
| Basic Materials | 11.9 | - | - | - |
| Consumer Defensive | 11.08 | - | - | - |
| Consumer Cyclical | 7.61 | - | - | - |
| Communication Services | 4.17 | - | - | - |
Top Comparisons
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.09%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.95%
HDFC Small Cap Fund Regular Growth
3Y Returns21.26%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.24%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.92%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.12%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.13%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.54%
