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Nippon India Quant Fund vs UTI compare
Nippon India Quant Fund -Growth Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹100 Cr | ₹3741 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | Nifty Transportation & Logistics TRI |
| Turn Over | 119% | 14% |
| Expense Ratio | 0.94 | 1.96 |
| Manager | Ashutosh Bhargava | Sachin Trivedi |
| ISIN Code | INF204K01760 | INF789F01299 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.24% | 8.89% |
| 6 Month | 14.32% | 30.97% |
| 1 Year | -0.16% | 3.98% |
| 3 Year | 19.41% | 21.97% |
| 5 Year | 22.54% | 26.35% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.7% | 15.61% |
| 1 Year | 11.31% | 37.02% |
| 3 Year | 18.17% | 25.8% |
| 5 Year | 18.76% | 24.54% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.68% | 13.18% |
| 3 Year | 11.62% | 16.2% |
| 5 Year | 11.87% | 15.92% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 16.10% |
| Sharp | 0.93% | 0.86% |
| Beta | 1% | - |
| Alpha | 4.09% | - |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Sachin Trivedi |
| Total AUM | ₹121448 Cr | ₹7301 Cr |
| Funds Managed | 12 | 3 |
| Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.99 | 4.23 |
| Large Cap | 76.26 | 74.01 |
| Mid Cap | 16.75 | 8.78 |
| Small Cap | - | 12.99 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.04 | 4.23 |
| Energy | 7.61 | - |
| Technology | 8.41 | - |
| Basic Materials | 5.99 | - |
| Industrials | 13 | 16.81 |
| Financial Services | 35.14 | - |
| Healthcare | 5.31 | - |
| Consumer Cyclical | 9.85 | 78.96 |
| Consumer Defensive | 2.83 | - |
| Utilities | 4.65 | - |
| Real Estate | 2.01 | - |
| Communication Services | 4.15 | - |
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