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) | ₹376 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 | 1.81% | 0.43% | 0.43% |
6 Month | 9.16% | 2.93% | 2.93% |
1 Year | 1.67% | 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 | 2.31% | - | - |
1 Year | 10.62% | 1.24% | 1.24% |
3 Year | - | 4.21% | 4.21% |
5 Year | - | 4.59% | 4.59% |
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 | 4.84% | 6.81% | 6.81% |
3 Year | - | 7.21% | 7.21% |
5 Year | - | 7.39% | 7.39% |
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 | 31.2 | 100 | 100 |
Large Cap | 47.25 | - | - |
Mid Cap | 14.92 | - | - |
Small Cap | 6.63 | - | - |
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 | 24.43 | 100 | 100 |
Energy | 2.92 | - | - |
Technology | 7.08 | - | - |
Industrials | 9.97 | - | - |
Consumer Cyclical | 10.87 | - | - |
Healthcare | 6.97 | - | - |
Financial Services | 21.47 | - | - |
Basic Materials | 5.54 | - | - |
Real Estate | 1.06 | - | - |
Utilities | 3.99 | - | - |
Consumer Defensive | 3.65 | - | - |
Communication Services | 2.06 | - | - |
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