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)	₹89 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	0.97	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	3.33%	4.1%
6 Month	-1.94%	-5.51%
1 Year	7.39%	-0.75%
3 Year	20.45%	21.34%
5 Year	24.76%	29.83%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.21%	-0.11%
1 Year	-0.71%	-13.13%
3 Year	20.05%	16.93%
5 Year	20.43%	20.71%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.69%	13.92%
3 Year	11.28%	15.53%
5 Year	11.71%	15.12%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.02%	16.395%
Sharp	0.7%	0.801%
Beta	1%	-
Alpha	3.97%	-

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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	5.89	4.64
Large Cap	76.63	75.46
Mid Cap	17.48	8.44
Small Cap	-	11.46

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.97	4.64
Energy	4.39	-
Technology	14.19	-
Industrials	9.81	15.9
Financial Services	32.72	-
Basic Materials	6.12	-
Healthcare	6.32	-
Consumer Cyclical	11.55	79.46
Real Estate	0	-
Consumer Defensive	5.93	-
Communication Services	3.52	-
Utilities	2.48	-