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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 | ₹3447 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% | 4.12% |
| 6 Month | -100% | 2.79% |
| 1 Year | -100% | -2.52% |
| 3 Year | -100% | 24.38% |
| 5 Year | -100% | 27.45% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -4.23% | 11.96% |
| 1 Year | -11.46% | 10.1% |
| 3 Year | 10.52% | 21.59% |
| 5 Year | 11.18% | 22.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 17.66% | 13.52% |
| 3 Year | 13.42% | 15.91% |
| 5 Year | 13.62% | 15.62% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.21% | 16.44% |
| Sharp | 0.361% | 0.94% |
| 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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