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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 | ₹3741 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% | 10.25% |
| 6 Month | -100% | 30.26% |
| 1 Year | -100% | 4.35% |
| 3 Year | -100% | 22.55% |
| 5 Year | -100% | 26.82% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -4.23% | 15.61% |
| 1 Year | -11.46% | 37.02% |
| 3 Year | 10.52% | 25.8% |
| 5 Year | 11.18% | 24.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 16.45% | 13.18% |
| 3 Year | 13.52% | 16.2% |
| 5 Year | 13.06% | 15.92% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.21% | 16.10% |
| Sharp | 0.361% | 0.86% |
| Beta | - | - |
| Alpha | - | - |
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 | 6.08 | 4.23 |
| Large Cap | 50.12 | 74.01 |
| Mid Cap | 43.8 | 8.78 |
| Small Cap | - | 12.99 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.08 | 4.23 |
| Industrials | 4.37 | 16.81 |
| Financial Services | 30.79 | - |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 78.96 |
| Technology | 18.74 | - |
| Utilities | 6.66 | - |
| Energy | 0.8 | - |
| Healthcare | 7.47 | - |
| Communication Services | 4.29 | - |
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