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 Equity 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 Equity Fund Regular - Growth
Fund	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3334 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 Equity Fund Regular - Growth
1 Month	2.06%	4.89%
6 Month	-0.78%	-2.23%
1 Year	-6.37%	-2.26%
3 Year	24.39%	22.57%
5 Year	27.76%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
6 Month	7.78%	9.19%
1 Year	1.68%	1.55%
3 Year	18.77%	16.07%
5 Year	21.3%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
1 Year	13.52%	22.83%
3 Year	15.91%	28.77%
5 Year	15.62%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
Standard Deviation	16.395%	18.756%
Sharp	0.801%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

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Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity 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 Equity Fund Regular - Growth

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
Others	4.64	13.27
Large Cap	75.46	45.01
Small Cap	11.46	20.43
Mid Cap	8.44	21.29

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
Others	4.64	13.27
Consumer Cyclical	79.46	6.97
Industrials	15.9	-
Energy	-	9.56
Healthcare	-	19.88
Financial Services	-	32.57
Consumer Defensive	-	8.79
Technology	-	3.22
Utilities	-	5.74