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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) | ₹10151 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 | -1.98% | -4.97% |
| 6 Month | 1.01% | -4.94% |
| 1 Year | 8.4% | 2.03% |
| 3 Year | 18.45% | 19.12% |
| 5 Year | 17.08% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.29% | -7.31% |
| 1 Year | 1.8% | -9.4% |
| 3 Year | 12.57% | 6.86% |
| 5 Year | 14.48% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.78% | 18.96% |
| 3 Year | 14.49% | 21.71% |
| 5 Year | 13.59% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 21.18% |
| Sharp | 1% | 0.74% |
| Beta | 0.92% | 1.25% |
| Alpha | 2.33% | 0.06% |
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 | 2.72 | 34.52 |
| Large Cap | 66.1 | 42.26 |
| Small Cap | 14.81 | 15.95 |
| Mid Cap | 16.37 | 7.27 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 0.76 | 16.83 |
| Energy | 5.71 | 2.74 |
| Utilities | 2.46 | 18.31 |
| Technology | 10.35 | 1.42 |
| Consumer Cyclical | 13.71 | 1.34 |
| Basic Materials | 4.11 | 1.17 |
| Consumer Defensive | 3.05 | 3.81 |
| Industrials | 6.65 | 12.13 |
| Financial Services | 35.27 | 32.91 |
| Healthcare | 7.83 | 7.49 |
| Communication Services | 7.53 | 1.85 |
| Real Estate | 2.58 | - |
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