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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan 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
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹36 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹200000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹10000 | ₹10000 | ₹200000 | ₹1000 |
| Launch Date | 05 Sep 2008 | 05 Sep 2008 | 10 Mar 2025 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Open Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | 11% |
| Expense Ratio | 0.15 | 0.15 | 0.15 | 1.42 |
| Manager | Dwijendra Srivastava | |||
| ISIN Code | INF789F01HC9 | INF789F01HC9 | INF789F01HC9 | INF903JA1AX5 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | 0.45% | 0.45% | 0.45% | 5.57% |
| 6 Month | 3.1% | 3.1% | 3.1% | -11.81% |
| 1 Year | 6.64% | 6.64% | 6.64% | 1.21% |
| 3 Year | 6.26% | 6.26% | 6.26% | 18.59% |
| 5 Year | 4.88% | 4.88% | 4.88% | 36.12% |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | 0.74% | 0.74% | 0.74% | -3.93% |
| 1 Year | 4.34% | 4.34% | 4.34% | -15.78% |
| 3 Year | 5.93% | 5.93% | 5.93% | 11.73% |
| 5 Year | 5.51% | 5.51% | 5.51% | 21.21% |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 7.04% | 7.04% | 7.04% | 15.19% |
| 3 Year | 7.18% | 7.18% | 7.18% | 24.65% |
| 5 Year | 7.55% | 7.55% | 7.55% | 21.83% |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 0.357% | 0.357% | 0.357% | 17.089% |
| Sharp | -2.181% | -2.181% | -2.181% | 0.604% |
| Beta | - | - | - | 0.806% |
| Alpha | - | - | - | 0.237% |
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Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Name | Dwijendra Srivastava | |||
| Total AUM | ₹0 Cr | ₹14140 Cr | ||
| Funds Managed | 95 | 14 | ||
| UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | UTI QUARTERLY INTERVAL FUND III GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 3.78 |
| Small Cap | - | - | - | 89.41 |
| Mid Cap | - | - | - | 6.81 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
UTI QUARTERLY INTERVAL FUND III GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|
| Others | 100 | 100 | 100 | 3.78 |
| Communication Services | - | - | - | 6.75 |
| Industrials | - | - | - | 21.35 |
| Basic Materials | - | - | - | 12.61 |
| Financial Services | - | - | - | 21.82 |
| Technology | - | - | - | 7.53 |
| Consumer Cyclical | - | - | - | 14.43 |
| Healthcare | - | - | - | 9.26 |
| Real Estate | - | - | - | 2.46 |
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