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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 | ₹3741 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 | 3.9% | 8.89% |
| 6 Month | 14.03% | 30.97% |
| 1 Year | -4.76% | 3.98% |
| 3 Year | 9.85% | 21.97% |
| 5 Year | 14.16% | 26.35% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 5.08% | 15.61% |
| 1 Year | 10.59% | 37.02% |
| 3 Year | 11.09% | 25.8% |
| 5 Year | 10.28% | 24.54% |
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 | 12.16% | 16.10% |
| Sharp | 0.25% | 0.86% |
| Beta | 0.88% | - |
| Alpha | -3.31% | - |
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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