UTI vs Nippon India Quant Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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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	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹97 Cr	₹3334 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 Apr 2008	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	Nifty Transportation & Logistics TRI
Turn Over	119%	14%
Expense Ratio	0.94	1.96
Manager	Ashutosh Bhargava	Sachin Trivedi
ISIN Code	INF204K01760	INF789F01299
Exits Load	Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	0.87%	2.06%
6 Month	-3.02%	-0.78%
1 Year	5.46%	-6.37%
3 Year	24.51%	24.39%
5 Year	24.42%	27.76%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	6.45%	7.78%
1 Year	4.97%	1.68%
3 Year	19.55%	18.77%
5 Year	19.87%	21.3%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.98%	13.52%
3 Year	11.46%	15.91%
5 Year	11.83%	15.62%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	14.45%	16.395%
Sharp	1.07%	0.801%
Beta	1.04%	-
Alpha	5.11%	-

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Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Name	Ashutosh Bhargava	Sachin Trivedi
Total AUM	₹121448 Cr	₹7301 Cr
Funds Managed	12	3
	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.52	4.64
Large Cap	79.07	75.46
Mid Cap	19.41	8.44
Small Cap	-	11.46

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.52	4.64
Petroleum Products	7.12	-
IT - Software	5.81	-
Construction	4.71	-
Non - Ferrous Metals	1.96	-
Banks	21.54	-
Pharmaceuticals & Biotechnology	6.45	-
Cement & Cement Products	2.14	-
Leisure Services	1.97	-
Automobiles	5.68	-
Capital Markets	2.51	-
Finance	7.03	-
Fertilizers & Agrochemicals	1.85	-
Personal Products	1.93	-
Agricultural Food & other Products	2.23	-
Diversified Metals	2.41	-
Aerospace & Defense	3.12	-
Telecom - Services	3.7	-
Transport Services	2.47	-
Chemicals & Petrochemicals	1.57	-
Power	2.96	-
Textiles & Apparels	2.14	-
Insurance	1.94	-
Beverages	2.45	-
Consumer Durables	1.89	-
Financial Technology (Fintech)	0.9	-
Consumer Cyclical	-	79.46
Industrials	-	15.9