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UTI vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹109 Cr | ₹4067 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 | Other Themes |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 0.84% | 0.17% |
| 6 Month | 5.26% | 14.4% |
| 1 Year | 8.11% | 20.17% |
| 3 Year | 20.37% | 25.82% |
| 5 Year | 20.67% | 24.19% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 1.55% | 2.36% |
| 1 Year | 11.83% | 25.82% |
| 3 Year | 16.16% | 21.53% |
| 5 Year | 17.73% | 22.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.01% | 13.03% |
| 3 Year | 11.85% | 17.17% |
| 5 Year | 11.99% | 16.47% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 15.88% |
| Sharp | 0.99% | 1.04% |
| Beta | 0.99% | - |
| Alpha | 3.57% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 5.51 | 7.81 |
| Large Cap | 76.72 | 72.34 |
| Mid Cap | 17.77 | 8.19 |
| Small Cap | - | 11.66 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.89 | 6 |
| Energy | 8.29 | - |
| Technology | 8.17 | - |
| Industrials | 15.14 | 13.97 |
| Consumer Defensive | 4.09 | - |
| Basic Materials | 4.85 | - |
| Financial Services | 32.37 | - |
| Healthcare | 5.15 | - |
| Consumer Cyclical | 14.42 | 80.03 |
| Communication Services | 4.24 | - |
| Utilities | 2.4 | - |
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