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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) | ₹9727 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 | 1.87% | 2.03% |
| 6 Month | 7.32% | 6.72% |
| 1 Year | 2.9% | -1.71% |
| 3 Year | 19.11% | 22.09% |
| 5 Year | 21.31% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.88% | 2.64% |
| 1 Year | 12.72% | 10.3% |
| 3 Year | 18.03% | 16.75% |
| 5 Year | 17.53% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.96% | 22.9% |
| 3 Year | 14.28% | 22.76% |
| 5 Year | 13.52% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 20.002% |
| Sharp | 0.95% | 0.772% |
| Beta | 0.91% | 1.258% |
| Alpha | 2.29% | 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 | 3.28 | 24.77 |
| Large Cap | 66.38 | 50.9 |
| Small Cap | 15.06 | 17.17 |
| Mid Cap | 15.28 | 7.16 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.17 | 16.24 |
| Energy | 5.61 | 3.09 |
| Utilities | 2.71 | 17.36 |
| Technology | 10.13 | 1.52 |
| Consumer Cyclical | 14.61 | 1.99 |
| Basic Materials | 7.21 | 1.28 |
| Consumer Defensive | 2.31 | 3.47 |
| Industrials | 6.26 | 12.37 |
| Financial Services | 32.95 | 33.49 |
| Healthcare | 8.05 | 7.4 |
| Communication Services | 7.29 | 1.79 |
| Real Estate | 1.71 | - |
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