- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI vs Quant ESG Equity Fund Regular compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3565 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 05 Nov 2020 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 100 ESG TRI |
| Turn Over | 14% | % |
| Expense Ratio | 1.96 | 2.42 |
| Manager | Sachin Trivedi | Sanjeev Sharma |
| ISIN Code | INF789F01299 | INF966L01AB8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.8% | -5.5% |
| 6 Month | 15.72% | 5.33% |
| 1 Year | -0.65% | -12.89% |
| 3 Year | 20.61% | 14.74% |
| 5 Year | 25.62% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 8.6% | -0.98% |
| 1 Year | 13.43% | -8.26% |
| 3 Year | 19.97% | 9.51% |
| 5 Year | 21.43% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.18% | 21.51% |
| 3 Year | 16.2% | 27.16% |
| 5 Year | 15.92% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.16% | 18.756% |
| Sharp | 0.88% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Sachin Trivedi | Sanjeev Sharma |
| Total AUM | ₹7301 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 4.23 | 17.05 |
| Large Cap | 74.01 | 56.62 |
| Small Cap | 12.99 | 19.96 |
| Mid Cap | 8.78 | 6.37 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 4.23 | 13.28 |
| Consumer Cyclical | 78.96 | 12.42 |
| Industrials | 16.81 | - |
| Technology | - | 6.68 |
| Healthcare | - | 6.37 |
| Financial Services | - | 30.3 |
| Utilities | - | 12.75 |
| Real Estate | - | 9.51 |
| Energy | - | 0.44 |
| Consumer Defensive | - | 8.25 |
Top Comparisons
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.86%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.69%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.49%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.09%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.44%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.24%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.26%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.22%
