UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | Baroda BNP Paribas Retirement 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) | ₹401 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹1000 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹250 | ₹0 | ₹0 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Retirement Funds | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.27 | 0.14 | 0.14 |
| Manager | Pratish Krishnan | ||
| ISIN Code | INF251K01TH4 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | Data not available./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 | Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -2.88% | 0.43% | 0.43% |
| 6 Month | 0.07% | 2.93% | 2.93% |
| 1 Year | 6.73% | 6.3% | 6.3% |
| 3 Year | - | 6.03% | 6.03% |
| 5 Year | - | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 0.53% | - | - |
| 1 Year | 8.52% | 0.24% | 0.24% |
| 3 Year | - | 3.48% | 3.48% |
| 5 Year | - | 4.21% | 4.21% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | 5.36% | 6.87% | 6.87% |
| 3 Year | - | 7.27% | 7.27% |
| 5 Year | - | 7.57% | 7.57% |
Risk Management
| Scheme Name | Baroda BNP Paribas Retirement 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 | Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Pratish Krishnan | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 95 | 95 |
| Baroda BNP Paribas Retirement Fund - Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 32.26 | 100 | 100 |
| Large Cap | 45.74 | - | - |
| Mid Cap | 15.92 | - | - |
| Small Cap | 6.08 | - | - |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 26.74 | 100 | 100 |
| Energy | 3.21 | - | - |
| Technology | 7.04 | - | - |
| Consumer Cyclical | 11.94 | - | - |
| Industrials | 9.39 | - | - |
| Healthcare | 6.13 | - | - |
| Basic Materials | 5.5 | - | - |
| Financial Services | 23.89 | - | - |
| Real Estate | 0.96 | - | - |
| Consumer Defensive | 3.03 | - | - |
| Communication Services | 2.18 | - | - |
| Utilities | 0 | - | - |
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