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UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF compare

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tortoise-icon Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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Chart Comparison

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

Overview

Scheme Name Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Fund Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-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) ₹204 Cr ₹13 Cr ₹ Cr
Min Investment ₹5000 ₹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 Domestic Equity FoF FMP FMP
Fund Type Open Ended Close Ended Open Ended
Benchmark NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 CRISIL Low Duration Debt
Turn Over % % %
Expense Ratio 0.74 0.13
Manager Ekta Gala
ISIN Code INF769K01LK6 INF789F01FS9 INF789F01FS9
Exits Load Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./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 Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 3.91% 0.44% 0.44%
6 Month -10.84% 3.12% 3.12%
1 Year - 6.87% 6.87%
3 Year - 6.26% 6.26%
5 Year - 5.19% 5.19%

SIP Return Analysis

Scheme Name Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
6 Month -1.88% 0.97% 0.97%
1 Year - 5.28% 5.28%
3 Year - 6.27% 6.27%
5 Year - 5.67% 5.67%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 7.42% 7.42%
3 Year - 7.65% 7.65%
5 Year - 7.79% 7.79%

Risk Management

Scheme Name Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-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 - - -

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Fund Managers

Scheme Name Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Name Ekta Gala
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 4 95
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100

Sector Allocation

Scheme Name

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100

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