Tata Quant Fund vs UTI compare
Tata Quant Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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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