UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH vs Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF compare
                                 Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
                                Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
                            
                                 UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
                                UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
                            
                                 UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
                                UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
                            
Chart Comparison
Overview
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| Fund | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-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) | ₹231 Cr | ₹2 Cr | ₹2 Cr | 
| Min Investment | ₹5000 | ₹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 | Domestic Equity FoF | FMP | FMP | 
| Fund Type | Open Ended | Close Ended | Close Ended | 
| Benchmark | NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 | CRISIL Liquid TRI | CRISIL Liquid TRI | 
| Turn Over | % | % | % | 
| Expense Ratio | 0.74 | 0.14 | 0.14 | 
| Manager | Ekta Gala | ||
| ISIN Code | INF769K01LK6 | INF789F01GW9 | INF789F01GW9 | 
| Exits Load | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./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 | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| 1 Month | 4.03% | 0.43% | 0.43% | 
| 6 Month | 4.87% | 2.93% | 2.93% | 
| 1 Year | -4.86% | 6.3% | 6.3% | 
| 3 Year | - | 6.03% | 6.03% | 
| 5 Year | - | 4.73% | 4.73% | 
SIP Return Analysis
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| 6 Month | -1.52% | - | - | 
| 1 Year | 2.24% | 1.24% | 1.24% | 
| 3 Year | - | 4.2% | 4.2% | 
| 5 Year | - | 4.6% | 4.6% | 
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| 1 Year | -8.81% | 6.81% | 6.81% | 
| 3 Year | - | 7.21% | 7.21% | 
| 5 Year | - | 7.39% | 7.39% | 
Risk Management
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-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 | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| Name | Ekta Gala | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr | 
| Funds Managed | 4 | 95 | 95 | 
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
Market Cap
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| Others | 100 | 100 | 100 | 
Sector Allocation
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | 
|---|---|---|---|
| Others | 100 | 100 | 100 | 
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