Quant ESG Equity Fund Regular vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3589 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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-0.22%	-4.91%
6 Month	8.76%	2.4%
1 Year	-7.03%	-13.84%
3 Year	21.23%	17.05%
5 Year	26.46%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	8.68%	4.26%
1 Year	10.45%	-1.45%
3 Year	20.55%	13.54%
5 Year	22.05%	-

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%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	16.47%	18.756%
Sharp	1.02%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

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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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	4.07	16.71
Large Cap	72.71	60.16
Small Cap	13.41	18.98
Mid Cap	9.81	4.15

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	4.07	12.85
Consumer Cyclical	78.75	12.32
Industrials	17.18	-
Financial Services	-	23.17
Healthcare	-	18.72
Utilities	-	12.29
Real Estate	-	9.5
Energy	-	0.44
Technology	-	3.01
Consumer Defensive	-	7.69