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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) | ₹912 Cr | ₹3565 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 | Thematic Transportation |
| 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 | -0.41% | 4.8% |
| 6 Month | 8.87% | 21.24% |
| 1 Year | -2.08% | 1.21% |
| 3 Year | 10.31% | 22.64% |
| 5 Year | 14.07% | 25.73% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.56% | 10.96% |
| 1 Year | 3.44% | 22.53% |
| 3 Year | 10.14% | 23.29% |
| 5 Year | 10.03% | 23.47% |
Rolling Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.78% | 13.18% |
| 3 Year | 12.27% | 16.2% |
| 5 Year | 16.22% | 15.92% |
Risk Management
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.21% | 16.16% |
| Sharp | 0.37% | 0.88% |
| Beta | 0.88% | - |
| Alpha | -3.70% | - |
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 | 7.65 | 4.23 |
| Large Cap | 62.33 | 74.01 |
| Mid Cap | 30.01 | 8.78 |
| Small Cap | - | 12.99 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.95 | 4.23 |
| Technology | 15.66 | - |
| Consumer Defensive | 16.1 | - |
| Basic Materials | 7.07 | - |
| Financial Services | 29.81 | - |
| Healthcare | 7.85 | - |
| Consumer Cyclical | 11.37 | 78.96 |
| Communication Services | 7.02 | - |
| Industrials | 3.18 | 16.81 |
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