- 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
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹127 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹5000 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹0 | ₹0 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 22 Apr 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Manufacturing | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | Nifty500 Multicap India Manufacturing 50:30:20 TRI | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 1.11 | 0.14 | 0.14 |
| Manager | Kapil Menon | ||
| ISIN Code | INF277KA1BJ7 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -1.34% | 0.43% | 0.43% |
| 6 Month | 6.92% | 2.93% | 2.93% |
| 1 Year | 5.7% | 6.3% | 6.3% |
| 3 Year | - | 6.03% | 6.03% |
| 5 Year | - | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 0.56% | - | - |
| 1 Year | 11.99% | 0.53% | 0.53% |
| 3 Year | - | 3.71% | 3.71% |
| 5 Year | - | 4.34% | 4.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | 0.09% | 6.87% | 6.87% |
| 3 Year | - | 7.27% | 7.27% |
| 5 Year | - | 7.57% | 7.57% |
Risk Management
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.32% | 0.32% |
| Sharp | - | -5.131% | -5.131% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Kapil Menon | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 95 | 95 |
| Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 0.23 | 100 | 100 |
| Large Cap | 56.43 | - | - |
| Mid Cap | 25.48 | - | - |
| Small Cap | 17.86 | - | - |
Sector Allocation
| Scheme Name |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 0.23 | 100 | 100 |
| Energy | 13.16 | - | - |
| Industrials | 20.28 | - | - |
| Basic Materials | 15.2 | - | - |
| Healthcare | 20.78 | - | - |
| Real Estate | 0.43 | - | - |
| Consumer Cyclical | 26.77 | - | - |
| Technology | 3.15 | - | - |
Top Comparisons
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.62%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.24%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.62%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.18%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.92%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns18.06%
Quant Multi Cap Fund-Growth
3Y Returns9.02%
