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) | ₹904 Cr | ₹3589 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 | 1.36% | 4.3% |
6 Month | 5.5% | 9.11% |
1 Year | 1.26% | -3.41% |
3 Year | 13.45% | 22.11% |
5 Year | 15.3% | 27.07% |
SIP Return Analysis
Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 6.3% | 9.41% |
1 Year | 4.8% | 8.62% |
3 Year | 10.91% | 19.86% |
5 Year | 10.57% | 21.7% |
Rolling Lumpsum Returns
Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 15.4% | 13.52% |
3 Year | 12.18% | 15.91% |
5 Year | 16.18% | 15.62% |
Risk Management
Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 13.47% | 16.47% |
Sharp | 0.67% | 1.02% |
Beta | 0.93% | - |
Alpha | -3.54% | - |
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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 | 9.08 | 4.07 |
Large Cap | 61.15 | 72.71 |
Mid Cap | 29.77 | 9.81 |
Small Cap | - | 13.41 |
Sector Allocation
Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 3.03 | 4.07 |
Technology | 15.98 | - |
Healthcare | 7.76 | - |
Consumer Defensive | 14.78 | - |
Basic Materials | 6.73 | - |
Financial Services | 29.18 | - |
Consumer Cyclical | 11.34 | 78.75 |
Communication Services | 7.89 | - |
Industrials | 3.31 | 17.18 |
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