UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund compare
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
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
Chart Comparison
Overview
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| Fund | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
| Investment Plan | Growth | Growth | Growth | Growth | Growth |
| Level of Risk | Very High | Low | Low | Low | Low |
| Asset Size (Cr) | ₹148 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr |
| Min Investment | ₹100 | ₹10000 | ₹10000 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹200000 | ₹0 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 21 May 2024 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 |
| Category | Index | FMP | FMP | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | Nifty Alpha Low Volatility 30 | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | |
| Turn Over | % | % | % | % | % |
| Expense Ratio | 1.09 | 0.03 | 0.03 | 0.03 | 0.03 |
| Manager | Bhavesh Jain | ||||
| ISIN Code | INF754K01SO5 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 |
| Exits Load | Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. 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 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| 1 Month | 0.35% | 0.44% | 0.44% | 0.44% | 0.44% |
| 6 Month | 0.59% | 3.01% | 3.01% | 3.01% | 3.01% |
| 1 Year | -4.96% | 6.52% | 6.52% | 6.52% | 6.52% |
| 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| 6 Month | 1.73% | - | - | - | - |
| 1 Year | 8.13% | 0.55% | 0.55% | 0.55% | 0.55% |
| 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| 1 Year | -8.33% | 6.96% | 6.96% | 6.96% | 6.96% |
| 3 Year | - | 7.33% | 7.33% | 7.33% | 7.33% |
| 5 Year | - | 7.7% | 7.7% | 7.7% | 7.7% |
Risk Management
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
|---|---|---|---|---|---|
| Name | Bhavesh Jain | ||||
| Total AUM | ₹0 Cr | ||||
| Funds Managed | 22 | ||||
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | 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 |
Market Cap
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
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 |
|---|---|---|---|---|---|
| Others | 4.24 | 100 | 100 | 100 | 100 |
| Large Cap | 78.55 | - | - | - | - |
| Mid Cap | 17.2 | - | - | - | - |
Sector Allocation
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
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 |
|---|---|---|---|---|---|
| Others | 0.32 | 100 | 100 | 100 | 100 |
| Technology | 10.73 | - | - | - | - |
| Financial Services | 32.16 | - | - | - | - |
| Healthcare | 21.25 | - | - | - | - |
| Basic Materials | 12.35 | - | - | - | - |
| Consumer Defensive | 11.25 | - | - | - | - |
| Consumer Cyclical | 7.84 | - | - | - | - |
| Communication Services | 4.1 | - | - | - | - |
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