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Nippon India Quant Fund vs UTI compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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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 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) ₹97 Cr ₹3589 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 1.99% 3.77%
6 Month 7.86% 8.64%
1 Year 1.87% -3.8%
3 Year 23.72% 21.76%
5 Year 23.48% 26.94%

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
6 Month 6.01% 9.11%
1 Year 8.43% 10.16%
3 Year 19.68% 20.41%
5 Year 20.14% 22.21%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Year 11.98% 13.52%
3 Year 11.46% 15.91%
5 Year 11.83% 15.62%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.02% 16.47%
Sharp 1.35% 1.02%
Beta 0.99% -
Alpha 4.27% -

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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 6.29 4.07
Large Cap 75.96 72.71
Mid Cap 17.75 9.81
Small Cap - 13.41

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.58 4.07
Energy 7.26 -
Technology 6.52 -
Basic Materials 8.61 -
Industrials 13.4 17.18
Financial Services 34.82 -
Consumer Cyclical 9.58 78.75
Healthcare 5.11 -
Utilities 3.87 -
Consumer Defensive 4.95 -
Communication Services 4.31 -

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