- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of UTI Quarterly Interval Fund – III with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
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UTI Quarterly Interval Fund – III shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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UTI Quarterly Interval Fund – III is an
Debtoriented mutual fund in the
- Short Duration Fundcategory.
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is the benchmark for UTI Quarterly Interval Fund – III. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
UTI Mutual Funds.
Click here to
know moreabout UTI Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. UTI Quarterly Interval Fund – III managed by following fund manager(s);
How does the
Return Comparison of the UTI Quarterly Interval Fund – III fare against peer funds in the Short Duration fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by UTI Quarterly Interval Fund – III. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Debt, Short Duration fund category these peer funds belongs to.
| Fund Name | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 173.99% | 192.10% | 192.10% | 192.10% | 192.10% | 73.46% | 47.24% | 32.40% | 18.10% | |
| Category Average | 11.34% | 12.95% | 13.95% | 16.34% | 19.63% | 11.96% | 9.98% | 7.91% | 7.75% | |
| UTI Quarterly Interval Fund – III | 5.74% | 5.74% | 5.74% | 5.74% | - | - | - | - | - | - |
| Franklin India Short Term Income Plan - Retail Plan | 173.98% | 192.10% | 192.10% | 192.10% | - | - | - | - | - | |
| Franklin India Short Term Income Plan - Institutional | 173.99% | 192.03% | 192.03% | 192.03% | - | - | - | - | - | |
| Bank Of India Short Term Income Fund | 0.00% | 0.55% | 1.65% | 4.27% | 9.91% | 8.24% | 9.77% | 10.14% | 5.74% | |
| ICICI Prudential Short Term Fund | 0.03% | 0.60% | 1.89% | 4.90% | 8.76% | 8.17% | 7.91% | 6.48% | 7.57% | |
| HDFC Short Term Debt Fund | 0.01% | 0.57% | 1.88% | 4.87% | 8.94% | 8.33% | 7.81% | 6.32% | 7.50% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of UTI Quarterly Interval Fund – III are shown below;
Equity -
Debt %
Others 0.00%
Allocation by Instruments
| Type of the Instrument | Holding Percentage |
|---|
Riskometer
