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DSP Quant Fund vs UTI compare

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tortoise-icon DSP Quant Fund - Regular Plan - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 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 0.89% 0.05%
6 Month 10.25% 26.09%
1 Year -0.66% 10.46%
3 Year 11.45% 25.45%
5 Year 13.93% 27.4%

SIP Return Analysis

Scheme Name DSP Quant Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 2.96% 10.37%
1 Year 11.75% 37.71%
3 Year 10.89% 25.36%
5 Year 10.13% 24.33%

Rolling Lumpsum Returns

Scheme Name DSP Quant Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 14.28% 12.93%
3 Year 12.13% 16.46%
5 Year 15.91% 16.16%

Risk Management

Scheme Name DSP Quant Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.05% 15.96%
Sharp 0.31% 1.05%
Beta 0.89% -
Alpha -4.06% -

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 6.15
Large Cap 65.19 73.23
Mid Cap 28.84 8.09
Small Cap - 12.53

Sector Allocation

Scheme Name

DSP Quant Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.22 6.15
Technology 17.94 -
Healthcare 7.62 -
Consumer Defensive 11.47 -
Financial Services 30.56 -
Consumer Cyclical 12.96 79.22
Communication Services 7.42 -
Basic Materials 5.61 -
Industrials 5.2 14.63

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