The scheme aims to generate regular returns by investing in a portfolio of fixed income securities normally maturing in line with the time profile of the respective Plan. Each Plan will invest in a distinct portfolio of securities. However the scheme does not guarantee /indicate any returns. There is no assurance that the funds objective will be achieved.
The UTI Quarterly Interval Fund - III Growth has an AUM of 11.46 crores & has delivered CAGR of 4.69% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.00%. The minimum investment in UTI Quarterly Interval Fund - III Growth is Rs 5000 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Low & Low respectively.
The top holdings of the fund include Net Current Assets.
Some of the similar funds are Nippon India Interval Fund-Quarterly Interval Fund-Series-II- Growth, Nippon India Interval Fund-Quarterly Interval Fund-Series-III- Growth, Nippon India Interval Fund-Quarterly Interval Fund-Series-I- Growth, UTI Quarterly Interval Fund - III Growth, UTI Quarterly Interval Fund - I Regular Growth. UTI Quarterly Interval Fund - III Growth has a sharpe ratio of -3.04 & a standard deviation of 0.49%.
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