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UTI vs Quant Quantamental Fund Regular compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
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 | 2.34% | 3.99% |
| 6 Month | 0.33% | -1.16% |
| 1 Year | -4.99% | -7.21% |
| 3 Year | 23.72% | 26.28% |
| 5 Year | 27.98% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 8.69% | 9.11% |
| 1 Year | 4.18% | 1.6% |
| 3 Year | 20.11% | 19.21% |
| 5 Year | 22.11% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.52% | 26.08% |
| 3 Year | 15.91% | 27.24% |
| 5 Year | 15.62% | - |
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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