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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) | ₹103 Cr | ₹3968 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 1.42% | 0.05% |
| 6 Month | 9.26% | 26.09% |
| 1 Year | 2.9% | 10.46% |
| 3 Year | 21.35% | 25.45% |
| 5 Year | 22.64% | 27.4% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.17% | 10.37% |
| 1 Year | 13.96% | 37.71% |
| 3 Year | 18.05% | 25.36% |
| 5 Year | 18.81% | 24.33% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.49% | 12.93% |
| 3 Year | 11.69% | 16.46% |
| 5 Year | 11.91% | 16.16% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 15.96% |
| Sharp | 1.05% | 1.05% |
| Beta | 1% | - |
| Alpha | 4.08% | - |
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 | 5.42 | 6.15 |
| Large Cap | 76.36 | 73.23 |
| Mid Cap | 18.22 | 8.09 |
| Small Cap | - | 12.53 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.92 | 6.15 |
| Energy | 7.14 | - |
| Technology | 9.26 | - |
| Industrials | 12.75 | 14.63 |
| Consumer Defensive | 4.42 | - |
| Financial Services | 32.23 | - |
| Healthcare | 5.11 | - |
| Consumer Cyclical | 15.29 | 79.22 |
| Basic Materials | 4.63 | - |
| Real Estate | 1.59 | - |
| Communication Services | 4.01 | - |
| Utilities | 2.64 | - |
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