UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs AXIS Nifty Bank Index Fund compare

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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AXIS Nifty Bank Index Fund - Regular (G)

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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 I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
Fund	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan	Growth	Growth	Growth	Growth	Growth
Level of Risk	Low	Low	Low	Low	Very High
Asset Size (Cr)	₹9 Cr	₹9 Cr	₹9 Cr	₹9 Cr	₹149 Cr
Min Investment	₹10000	₹10000	₹10000	₹10000	₹500
Min SIP Invesment	₹200000	₹0	₹200000	₹200000	₹100
Min Addl Investment	₹1000	₹1000	₹1000	₹1000	₹100
Launch Date	15 Jun 2007	15 Jun 2007	15 Jun 2007	15 Jun 2007	29 May 2024
Category	FMP	FMP	FMP	FMP	Index
Fund Type	Close Ended	Close Ended	Close Ended	Close Ended	Open Ended
Benchmark	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI		NIFTY Bank TRI
Turn Over	%	%	%	%	%
Expense Ratio	0.03	0.03	0.03	0.03	1
Manager					Karthik Kumar
ISIN Code	INF789F01GE7	INF789F01GE7	INF789F01GE7	INF789F01GE7	INF846K012W4
Exits Load	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
1 Month	0.44%	0.44%	0.44%	0.44%	1.83%
6 Month	3.01%	3.01%	3.01%	3.01%	6.03%
1 Year	6.52%	6.52%	6.52%	6.52%	11.46%
3 Year	6.18%	6.18%	6.18%	6.18%	-
5 Year	4.83%	4.83%	4.83%	4.83%	-

SIP Return Analysis

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
6 Month	-	-	-	-	5.21%
1 Year	0.55%	0.55%	0.55%	0.55%	22.95%
3 Year	3.86%	3.86%	3.86%	3.86%	-
5 Year	4.45%	4.45%	4.45%	4.45%	-

Rolling Lumpsum Returns

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
1 Year	6.96%	6.96%	6.96%	6.96%	8.49%
3 Year	7.33%	7.33%	7.33%	7.33%	-
5 Year	7.7%	7.7%	7.7%	7.7%	-

Risk Management

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation	0.342%	0.342%	0.342%	0.342%	-
Sharp	-2.589%	-2.589%	-2.589%	-2.589%	-
Beta	-	-	-	-	-
Alpha	-	-	-	-	-

Fund Managers

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)
Name					Karthik Kumar
Total AUM					₹0 Cr
Funds Managed					9
	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	AXIS Nifty Bank Index Fund - Regular (G)