Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.12%
1 Month+0.49%
3 Months+1.44%
6 Months+2.95%
1 Year+6.30%
3 Years (CAGR)+6.04%
5 Years (CAGR)+4.74%
10 Years (CAGR)+5.81%
Since Inception (Aug 2008)+6.82%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+6.07%
3 Year SIP+6.28%
5 Year SIP+5.57%
Since Inception (Aug 2008)+6.25%
Fund Details
Fund HouseUTI Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date07 Aug 2008
AMFI Code109617
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Quarterly Interval Fund - II - Regular Plan - Growth Option by UTI Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
UTI Quarterly Interval Fund - II - Regular Plan - Growth Option is a Other mutual fund offered by UTI Mutual Fund. The fund has been operational for over 17 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations