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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund compare

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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tortoise-icon UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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tortoise-icon UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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tortoise-icon UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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tortoise-icon UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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