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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) | ₹3968 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 | 0.3% | 3.09% |
| 6 Month | 21.87% | 5.99% |
| 1 Year | 15.06% | -4.21% |
| 3 Year | 23.23% | 14.56% |
| 5 Year | 27.24% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 8.14% | -0.78% |
| 1 Year | 32.47% | 2.89% |
| 3 Year | 23.3% | 9.53% |
| 5 Year | 23.16% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.93% | 20.52% |
| 3 Year | 16.46% | 24.56% |
| 5 Year | 16.16% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.94% | 18.756% |
| Sharp | 0.99% | 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 | 6.15 | 34.03 |
| Large Cap | 73.23 | 58.94 |
| Small Cap | 12.53 | 2.66 |
| Mid Cap | 8.09 | 4.36 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.15 | 16.19 |
| Consumer Cyclical | 79.22 | 12.76 |
| Industrials | 14.63 | - |
| Technology | - | 9.78 |
| Healthcare | - | 4.36 |
| Financial Services | - | 20.83 |
| Utilities | - | 14.59 |
| Real Estate | - | 8.9 |
| Energy | - | 3.48 |
| Consumer Defensive | - | 9.09 |
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