Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs Baroda BNP Paribas Retirement Fund compare

Link copied to clipboard!

tortoise-icon Baroda BNP Paribas Retirement Fund - Reg (G)

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

Chart Comparison

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

Overview

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Fund Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Very High Low Average
Asset Size (Cr) ₹386 Cr ₹13 Cr ₹ Cr
Min Investment ₹1000 ₹10000 ₹200000
Min SIP Invesment ₹500 ₹200000 ₹200000
Min Addl Investment ₹1000 ₹1000 ₹200000
Launch Date 31 May 2024 09 Oct 2007 10 Mar 2025
Category Retirement Funds FMP FMP
Fund Type Open Ended Close Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Low Duration Debt
Turn Over % % %
Expense Ratio 2.27 0.13
Manager Pratish Krishnan
ISIN Code INF251K01TH4 INF789F01FS9 INF789F01FS9
Exits Load Data not available./365 UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 /365

Trailing Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Month -1.02% 0.44% 0.44%
6 Month 8.7% 3.12% 3.12%
1 Year 4.56% 6.87% 6.87%
3 Year - 6.26% 6.26%
5 Year - 5.19% 5.19%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
6 Month 3.03% - -
1 Year 5.26% 2.3% 2.3%
3 Year - 5.03% 5.03%
5 Year - 5.07% 5.07%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Year 5.96% 7.27% 7.27%
3 Year - 7.51% 7.51%
5 Year - 7.72% 7.72%

Risk Management

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.391% 0.391%
Sharp - -1.552% -1.552%
Beta - - -
Alpha - - -

Fund Managers

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Name Pratish Krishnan
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 5 95
Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 31.46 100 100
Large Cap 45.78 - -
Mid Cap 13.76 - -
Small Cap 9 - -

Sector Allocation

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 28.46 100 100
Energy 2.95 - -
Technology 6.33 - -
Industrials 8.61 - -
Consumer Cyclical 8.94 - -
Healthcare 7.1 - -
Financial Services 22.55 - -
Basic Materials 6.25 - -
Real Estate 1.04 - -
Consumer Defensive 4.59 - -
Communication Services 2.06 - -
Utilities 1.13 - -

Top Comparisons

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns22.26%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns22.19%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.38%

VS

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns6.89%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns7.02%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.61%

VS

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns21.47%

Compare Now
Add to Cart Successfully