- 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 Value Fund Regular vs UTI Value Fund compare
UTI Value Fund- Regular Plan - Growth Option
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10135 Cr | ₹1776 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Jul 2005 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 28% | % |
| Expense Ratio | 1.82 | 1.99 |
| Manager | Amit Kumar Premchandani | Sanjeev Sharma |
| ISIN Code | INF789F01AG5 | INF966L01AQ6 |
| Exits Load | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value 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 Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.55% | -1.36% |
| 6 Month | 4.43% | 1.95% |
| 1 Year | 2.02% | -4.05% |
| 3 Year | 17.73% | 18.25% |
| 5 Year | 18.35% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.36% | 1.13% |
| 1 Year | 14.41% | 10.75% |
| 3 Year | 16.64% | 14.38% |
| 5 Year | 16.49% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.86% | 22.9% |
| 3 Year | 14.4% | 22.76% |
| 5 Year | 13.56% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.42% | 20.002% |
| Sharp | 0.85% | 0.772% |
| Beta | 0.92% | 1.258% |
| Alpha | 2.70% | 5.32% |
Fund Managers
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Amit Kumar Premchandani | Sanjeev Sharma |
| Total AUM | ₹13572 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 3.35 | 23.8 |
| Large Cap | 66.48 | 51.87 |
| Small Cap | 15.22 | 17.18 |
| Mid Cap | 14.95 | 7.16 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.18 | 14.39 |
| Energy | 5.58 | 2.97 |
| Utilities | 2.67 | 19.34 |
| Technology | 10.08 | 1.49 |
| Consumer Cyclical | 14.24 | 1.37 |
| Basic Materials | 6.5 | 1.29 |
| Consumer Defensive | 2.22 | 3.95 |
| Industrials | 6.27 | 12.81 |
| Financial Services | 33.49 | 33.01 |
| Healthcare | 7.86 | 7.51 |
| Communication Services | 7.71 | 1.87 |
| Real Estate | 2.21 | - |
Top Comparisons
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.71%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.07%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.47%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.31%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.47%
Kotak Midcap Fund - Growth
3Y Returns20.38%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.34%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.31%
