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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs UTI QUARTERLY INTERVAL FUND III GROWTH compare

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tortoise-icon UTI QUARTERLY INTERVAL FUND III GROWTH

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tortoise-icon UTI QUARTERLY INTERVAL FUND III GROWTH

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tortoise-icon UTI QUARTERLY INTERVAL FUND III GROWTH

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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