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Quant Quantamental Fund Regular vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3741 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Apr 2021 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 200 TRI |
| Turn Over | 14% | % |
| Expense Ratio | 1.96 | 2 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 10.27% | 2.51% |
| 6 Month | 32.63% | 13.69% |
| 1 Year | 5.3% | -10.72% |
| 3 Year | 23.52% | 19.85% |
| 5 Year | 26.38% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 15.61% | 1.59% |
| 1 Year | 37.02% | 4.45% |
| 3 Year | 25.8% | 13.77% |
| 5 Year | 24.54% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.18% | 24.9% |
| 3 Year | 16.2% | 27.02% |
| 5 Year | 15.92% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.10% | 17.328% |
| Sharp | 0.86% | 0.966% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.23 | 14.21 |
| Large Cap | 74.01 | 70.4 |
| Small Cap | 12.99 | 11.36 |
| Mid Cap | 8.78 | 4.03 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.23 | 14.21 |
| Consumer Cyclical | 78.96 | 8.35 |
| Industrials | 16.81 | 6.11 |
| Energy | - | 20.44 |
| Financial Services | - | 32.44 |
| Basic Materials | - | 0.16 |
| Real Estate | - | 5.85 |
| Healthcare | - | 4.03 |
| Communication Services | - | 0.87 |
| Technology | - | 0.76 |
| Utilities | - | 6.77 |
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