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UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare

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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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tortoise-icon UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI QUARTERLY 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 UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Fund UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth Growth
Level of Risk Low Average Low to Moderate Low to Moderate
Asset Size (Cr) ₹13 Cr ₹ Cr ₹2 Cr ₹2 Cr
Min Investment ₹10000 ₹200000 ₹10000 ₹10000
Min SIP Invesment ₹200000 ₹200000 ₹0 ₹0
Min Addl Investment ₹1000 ₹200000 ₹1000 ₹1000
Launch Date 09 Oct 2007 10 Mar 2025 07 Aug 2008 07 Aug 2008
Category FMP FMP FMP FMP
Fund Type Close Ended Open Ended Close Ended Close Ended
Benchmark CRISIL Low Duration Debt CRISIL Liquid TRI CRISIL Liquid TRI
Turn Over % % % %
Expense Ratio 0.13 0.14 0.14
Manager
ISIN Code INF789F01FS9 INF789F01FS9 INF789F01GW9 INF789F01GW9
Exits Load UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 /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 UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 0.44% 0.44% 0.43% 0.43%
6 Month 3.12% 3.12% 2.93% 2.93%
1 Year 6.87% 6.87% 6.3% 6.3%
3 Year 6.26% 6.26% 6.03% 6.03%
5 Year 5.19% 5.19% 4.73% 4.73%

SIP Return Analysis

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
6 Month 0.97% 0.97% 0.92% 0.92%
1 Year 5.28% 5.28% 4.91% 4.91%
3 Year 6.27% 6.27% 5.95% 5.95%
5 Year 5.67% 5.67% 5.46% 5.46%

Rolling Lumpsum Returns

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Year 7.42% 7.42% 6.87% 6.87%
3 Year 7.65% 7.65% 7.29% 7.29%
5 Year 7.79% 7.79% 7.6% 7.6%

Risk Management

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation 0.391% 0.391% 0.32% 0.32%
Sharp -1.552% -1.552% -5.131% -5.131%
Beta - - - -
Alpha - - - -

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Fund Managers

Scheme Name UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Name
Total AUM ₹0 Cr ₹0 Cr ₹0 Cr
Funds Managed 95 95 95
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100 100

Sector Allocation

Scheme Name

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Others 100 100 100 100

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