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) | ₹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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