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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) | ₹929 Cr | ₹4067 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 | Other Themes |
| 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 | 1.06% | -1.12% |
| 6 Month | 4.79% | 11.34% |
| 1 Year | 7.93% | 17.87% |
| 3 Year | 12.55% | 25.98% |
| 5 Year | 11.13% | 23.46% |
SIP Return Analysis
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 5.02% | 3.2% |
| 1 Year | 17.24% | 27.17% |
| 3 Year | 11.7% | 21.21% |
| 5 Year | 10.63% | 22.14% |
Rolling Lumpsum Returns
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.78% | 13.03% |
| 3 Year | 11.78% | 17.17% |
| 5 Year | 15.3% | 16.47% |
Risk Management
| Scheme Name | DSP Quant Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.14% | 15.88% |
| Sharp | 0.37% | 1.04% |
| Beta | 0.90% | - |
| Alpha | -2.95% | - |
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 | 6.76 | 7.81 |
| Large Cap | 67.41 | 72.34 |
| Mid Cap | 25.83 | 8.19 |
| Small Cap | - | 11.66 |
Sector Allocation
| Scheme Name |
DSP Quant Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.17 | 6 |
| Technology | 17.82 | - |
| Healthcare | 7.34 | - |
| Basic Materials | 6.12 | - |
| Financial Services | 27.75 | - |
| Consumer Cyclical | 14.11 | 80.03 |
| Communication Services | 7.42 | - |
| Consumer Defensive | 9.96 | - |
| Industrials | 7.31 | 13.97 |
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