Quant Value Fund Regular vs UTI Value Fund compare

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UTI Value Fund- Regular Plan - Growth Option

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Quant Value 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 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)	₹10117 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

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
1 Month	-1.92%	-2.28%
6 Month	5.5%	4.52%
1 Year	-	-12.45%
3 Year	19.23%	25.03%
5 Year	22.61%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
6 Month	4.92%	6.03%
1 Year	5.95%	1.23%
3 Year	19.25%	19.41%
5 Year	18.69%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
1 Year	13.04%	24.06%
3 Year	14.19%	24.28%
5 Year	13.49%	-

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
Standard Deviation	12.09%	20.002%
Sharp	1.27%	0.772%
Beta	0.92%	1.258%
Alpha	2.58%	5.32%

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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

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
Others	2.74	11.27
Large Cap	66.82	55.64
Small Cap	14.45	26.5
Mid Cap	15.99	6.59

Scheme Name	UTI Value Fund- Regular Plan - Growth Option	Quant Value Fund Regular - Growth
Others	0.95	8.14
Energy	5.73	12.8
Utilities	2.78	15.41
Technology	10.82	1.67
Consumer Cyclical	13.98	2.6
Basic Materials	8.12	4.51
Consumer Defensive	2.13	3.09
Industrials	6.48	11.64
Financial Services	33.69	31.38
Healthcare	7.61	6.87
Communication Services	6.4	1.89
Real Estate	1.33	-