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UTI vs Quant Quantamental Fund Regular compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon Quant Quantamental Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental Fund Regular - Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3334 Cr ₹2122 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jul 2005 20 Apr 2021
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI NIFTY 200 TRI
Turn Over 14% %
Expense Ratio 1.96 2
Manager Sachin Trivedi Sanjeev Sharma
ISIN Code INF789F01299 INF966L01AH5
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 Quantamental 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 Quantamental Fund Regular - Growth
1 Month 4.1% 2.49%
6 Month -5.51% -8.53%
1 Year -0.75% -9.22%
3 Year 21.34% 20.64%
5 Year 29.83% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental Fund Regular - Growth
6 Month -0.11% -0.5%
1 Year -13.13% -15.79%
3 Year 16.93% 16.4%
5 Year 20.71% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental Fund Regular - Growth
1 Year 13.92% 27.76%
3 Year 15.53% 31.29%
5 Year 15.12% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental Fund Regular - Growth
Standard Deviation 16.395% 17.328%
Sharp 0.801% 0.966%
Beta - -
Alpha - -

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Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant Quantamental Fund Regular - Growth

Others 4.64 20.63
Large Cap 75.46 67.16
Small Cap 11.46 7.29
Mid Cap 8.44 4.91

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant Quantamental Fund Regular - Growth

Others 4.64 20.63
Consumer Cyclical 79.46 5.52
Industrials 15.9 10.49
Energy - 12.94
Healthcare - 6.32
Financial Services - 25.04
Consumer Defensive - 9.85
Basic Materials - 1.38
Communication Services - 0.9
Utilities - 6.93

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