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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 | 0.27% | -0.2% |
| 6 Month | 4.85% | 14.91% |
| 1 Year | 2.83% | 15.29% |
| 3 Year | 19% | 24.66% |
| 5 Year | 20.1% | 23.09% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.67% | 4.76% |
| 1 Year | 15.16% | 31.48% |
| 3 Year | 16.45% | 22.16% |
| 5 Year | 17.62% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.07% | 12.95% |
| 3 Year | 11.83% | 17.06% |
| 5 Year | 11.97% | 16.4% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 15.88% |
| Sharp | 0.92% | 1.04% |
| Beta | 1.00% | - |
| Alpha | 5.18% | - |
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 | 6.7 | 7.02 |
| Large Cap | 74.98 | 72.35 |
| Mid Cap | 18.32 | 8.33 |
| Small Cap | - | 12.31 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.09 | 7.02 |
| Energy | 7.68 | - |
| Technology | 9.15 | - |
| Industrials | 13.01 | 13.88 |
| Consumer Defensive | 4.16 | - |
| Basic Materials | 6.57 | - |
| Financial Services | 32.12 | - |
| Healthcare | 5.49 | - |
| Consumer Cyclical | 13 | 79.11 |
| Real Estate | 0 | - |
| Communication Services | 4.22 | - |
| Utilities | 2.52 | - |
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