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Quant ESG Equity Fund Regular vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3741 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 05 Nov 2020 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 100 ESG TRI |
| Turn Over | 14% | % |
| Expense Ratio | 1.96 | 2.42 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01AB8 |
| 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 ESG Equity 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 ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 10.27% | 5.43% |
| 6 Month | 32.63% | 15.76% |
| 1 Year | 5.3% | -11.75% |
| 3 Year | 23.52% | 14.03% |
| 5 Year | 26.38% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 15.61% | 1.98% |
| 1 Year | 37.02% | 3.4% |
| 3 Year | 25.8% | 11.87% |
| 5 Year | 24.54% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.18% | 21.51% |
| 3 Year | 16.2% | 27.16% |
| 5 Year | 15.92% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.10% | 18.756% |
| Sharp | 0.86% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Sachin Trivedi | Sanjeev Sharma |
| Total AUM | ₹7301 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 5.29 | 13.85 |
| Large Cap | 74.15 | 60.46 |
| Small Cap | 12.63 | 19.63 |
| Mid Cap | 7.93 | 6.06 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 5.29 | 10.14 |
| Consumer Cyclical | 79.64 | 13.47 |
| Industrials | 15.07 | - |
| Technology | - | 10.36 |
| Healthcare | - | 6.06 |
| Financial Services | - | 28.7 |
| Utilities | - | 12.88 |
| Real Estate | - | 9.38 |
| Energy | - | 0.42 |
| Consumer Defensive | - | 8.59 |
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