UTI vs Nippon India Quant Fund compare

Link copied to clipboard!

Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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)	₹103 Cr	₹3589 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	-2.12%	-0.22%
6 Month	7.76%	8.76%
1 Year	-0.38%	-7.03%
3 Year	21.32%	21.23%
5 Year	22.81%	26.46%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.47%	8.68%
1 Year	6.25%	10.45%
3 Year	19.17%	20.55%
5 Year	19.8%	22.05%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.68%	13.18%
3 Year	11.62%	16.2%
5 Year	11.87%	15.92%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.02%	16.47%
Sharp	1.35%	1.02%
Beta	0.99%	-
Alpha	4.27%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	6.29	4.07
Large Cap	75.96	72.71
Mid Cap	17.75	9.81
Small Cap	-	13.41

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.58	4.07
Energy	7.26	-
Technology	6.52	-
Basic Materials	8.61	-
Industrials	13.4	17.18
Financial Services	34.82	-
Consumer Cyclical	9.58	78.75
Healthcare	5.11	-
Utilities	3.87	-
Consumer Defensive	4.95	-
Communication Services	4.31	-