- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹3447 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 | 3.84% | 3.93% |
| 6 Month | 1.66% | 3.05% |
| 1 Year | 2.93% | -3.3% |
| 3 Year | 14.53% | 24.25% |
| 5 Year | 16.17% | 27.11% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 8.42% | 11.19% |
| 1 Year | 7.55% | 10.66% |
| 3 Year | 11.72% | 20.75% |
| 5 Year | 11.13% | 22.37% |
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.88 | 3.33 |
| Large Cap | 62.61 | 73.39 |
| Mid Cap | 29.51 | 9.86 |
| Small Cap | - | 13.41 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.5 | 3.33 |
| Technology | 17.52 | - |
| Healthcare | 8.77 | - |
| Basic Materials | 5.43 | - |
| Financial Services | 31.41 | - |
| Consumer Cyclical | 11.14 | 79.23 |
| Real Estate | 0 | - |
| Communication Services | 6.91 | - |
| Consumer Defensive | 15.31 | - |
| Industrials | 0 | 17.44 |
Top Comparisons
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.46%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.51%
ITI Multi Cap Fund Regular - Growth
3Y Returns25.27%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns18.35%
Nippon India Japan Equity Fund- Growth Plan- Growth Option
3Y Returns13.98%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns22.03%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.25%
