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) | ₹386 Cr | ₹2 Cr | ₹2 Cr |
Min Investment | ₹1000 | ₹10000 | ₹10000 |
Min SIP Invesment | ₹500 | ₹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 | -1.02% | 0.43% | 0.43% |
6 Month | 8.7% | 2.93% | 2.93% |
1 Year | 4.56% | 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 | 3.03% | - | - |
1 Year | 5.26% | 2.16% | 2.16% |
3 Year | - | 4.75% | 4.75% |
5 Year | - | 4.87% | 4.87% |
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 | 5.96% | 6.82% | 6.82% |
3 Year | - | 7.23% | 7.23% |
5 Year | - | 7.45% | 7.45% |
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 | 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 QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY 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 | - | - |
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