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DSP Quant Fund vs UTI compare
DSP Quant Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹896 Cr | ₹3968 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Jun 2019 | 30 Jul 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | Nifty Transportation & Logistics TRI |
| Turn Over | 55% | 14% |
| Expense Ratio | 1.28 | 1.96 |
| Manager | Anil Ghelani | Sachin Trivedi |
| ISIN Code | INF740KA1NN3 | INF789F01299 |
| Exits Load | Data not available./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.21% | -0.29% |
| 6 Month | 6.59% | 16.42% |
| 1 Year | 6.01% | 18.06% |
| 3 Year | 10.67% | 23.65% |
| 5 Year | 12.51% | 25.36% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.54% | 5.93% |
| 1 Year | 12.12% | 30.65% |
| 3 Year | 10.53% | 22.66% |
| 5 Year | 9.78% | 22.61% |
Rolling Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.36% | 12.89% |
| 3 Year | 11.91% | 16.77% |
| 5 Year | 15.63% | 16.33% |
Risk Management
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 15.94% |
| Sharp | 0.37% | 0.99% |
| Beta | 0.90% | - |
| Alpha | -3.46% | - |
Fund Managers
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Anil Ghelani | Sachin Trivedi |
| Total AUM | ₹0 Cr | ₹7301 Cr |
| Funds Managed | 5 | 3 |
| DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 5.97 | 7.02 |
| Large Cap | 65.19 | 72.35 |
| Mid Cap | 28.84 | 8.33 |
| Small Cap | - | 12.31 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.22 | 7.02 |
| Technology | 17.94 | - |
| Healthcare | 7.62 | - |
| Consumer Defensive | 11.47 | - |
| Financial Services | 30.56 | - |
| Consumer Cyclical | 12.96 | 79.11 |
| Communication Services | 7.42 | - |
| Basic Materials | 5.61 | - |
| Industrials | 5.2 | 13.88 |
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