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) | ₹151 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 | 3.3% | 0.44% | 0.44% | 0.44% | 0.44% |
6 Month | 11.31% | 3.01% | 3.01% | 3.01% | 3.01% |
1 Year | -12.25% | 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 | 2.36% | - | - | - | - |
1 Year | 2.3% | 1.71% | 1.71% | 1.71% | 1.71% |
3 Year | - | 4.63% | 4.63% | 4.63% | 4.63% |
5 Year | - | 4.85% | 4.85% | 4.85% | 4.85% |
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 | -4.03% | 6.94% | 6.94% | 6.94% | 6.94% |
3 Year | - | 7.28% | 7.28% | 7.28% | 7.28% |
5 Year | - | 7.63% | 7.63% | 7.63% | 7.63% |
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 | 3.59 | 100 | 100 | 100 | 100 |
Large Cap | 78.75 | - | - | - | - |
Mid Cap | 17.65 | - | - | - | - |
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 | 0.23 | 100 | 100 | 100 | 100 |
Technology | 10.86 | - | - | - | - |
Financial Services | 31.73 | - | - | - | - |
Healthcare | 21.72 | - | - | - | - |
Basic Materials | 12.68 | - | - | - | - |
Consumer Defensive | 11.08 | - | - | - | - |
Consumer Cyclical | 7.83 | - | - | - | - |
Communication Services | 3.88 | - | - | - | - |
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