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Tata Quant Fund vs UTI compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹66 Cr ₹3334 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jan 2020 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE 200 Nifty Transportation & Logistics TRI
Turn Over 349.61% 14%
Expense Ratio 2.4 1.96
Manager Sailesh Jain Sachin Trivedi
ISIN Code INF277K016Y9 INF789F01299
Exits Load Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -100% 4.27%
6 Month -100% -5.72%
1 Year -100% -1.88%
3 Year -100% 21.39%
5 Year -100% 28.69%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month -4.23% -0.11%
1 Year -11.46% -13.13%
3 Year 10.52% 16.93%
5 Year 11.18% 20.71%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 18.99% 13.92%
3 Year 13.85% 15.53%
5 Year 7.67% 15.12%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 14.21% 16.395%
Sharp 0.361% 0.801%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Sailesh Jain Sachin Trivedi
Total AUM ₹17041 Cr ₹7301 Cr
Funds Managed 7 3
Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.33 4.64
Large Cap 49.88 75.46
Mid Cap 44.78 8.44
Small Cap 0 11.46

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.33 4.64
Industrials 4.39 15.9
Basic Materials 15.9 -
Financial Services 30.17 -
Energy 0.84 -
Consumer Cyclical 4.18 79.46
Healthcare 8.14 -
Technology 19.92 -
Utilities 6.67 -
Consumer Defensive 0 -
Communication Services 4.46 -
Real Estate 0 -

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