- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4067 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 | Other Themes | 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 | -1.12% | -1.39% |
| 6 Month | 11.34% | -0.68% |
| 1 Year | 17.87% | 2.46% |
| 3 Year | 25.98% | 15.35% |
| 5 Year | 23.46% | 23.5% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.2% | 2.56% |
| 1 Year | 27.17% | 9.59% |
| 3 Year | 21.21% | 10.71% |
| 5 Year | 22.14% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.03% | 19.14% |
| 3 Year | 17.17% | 22.73% |
| 5 Year | 16.47% | 26.1% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.88% | 18.756% |
| Sharp | 1.04% | 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 | 7.81 | 47.05 |
| Large Cap | 72.34 | 44.6 |
| Small Cap | 11.66 | 2.74 |
| Mid Cap | 8.19 | 5.6 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6 | 30.25 |
| Consumer Cyclical | 80.03 | 12.79 |
| Industrials | 13.97 | - |
| Energy | - | 9.08 |
| Technology | - | 0 |
| Basic Materials | - | 0.84 |
| Financial Services | - | 15.24 |
| Consumer Defensive | - | 8.84 |
| Utilities | - | 10.1 |
| Real Estate | - | 7.85 |
| Healthcare | - | 5.01 |
Top Comparisons
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns25.98%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.35%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.34%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.08%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns13.77%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.46%
