QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4008 Cr | ₹493 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 27 Dec 2023 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY Commodities TRI |
| Turn Over | 14% | % |
| Expense Ratio | 1.96 | 2.4 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01DC0 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Commodities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 0.77% | -5.15% |
| 6 Month | 16.96% | -1.64% |
| 1 Year | 15.14% | -10.62% |
| 3 Year | 24.39% | - |
| 5 Year | 23.24% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 6.75% | -0.84% |
| 1 Year | 34.29% | 3.44% |
| 3 Year | 23.45% | - |
| 5 Year | 23.32% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.95% | 1.43% |
| 3 Year | 17.06% | - |
| 5 Year | 16.4% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 15.94% | - |
| Sharp | 0.99% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Sachin Trivedi | Sanjeev Sharma |
| Total AUM | ₹7301 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI-Transpotation and Logistics Fund-Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 7.02 | 37.47 |
| Large Cap | 72.35 | 38.16 |
| Small Cap | 12.31 | 18.89 |
| Mid Cap | 8.33 | 5.48 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 7.02 | 19.08 |
| Consumer Cyclical | 79.11 | - |
| Industrials | 13.88 | - |
| Utilities | - | 38.39 |
| Energy | - | 9.34 |
| Basic Materials | - | 24.37 |
| Financial Services | - | 8.81 |
Top Comparisons
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns15.62%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.84%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns16.61%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.43%
DSP Small Cap Fund - Regular - Growth
3Y Returns19.01%
Axis Small Cap Fund Regular Growth
3Y Returns17.25%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.01%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.01%