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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) | ₹4067 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 | Other Themes | 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 | -0.44% | -1.49% |
| 6 Month | 11.61% | 1.66% |
| 1 Year | 21.19% | 8.12% |
| 3 Year | 24.88% | 18.1% |
| 5 Year | 20.59% | - |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.15% | 3.52% |
| 1 Year | 26.41% | 13.6% |
| 3 Year | 20.53% | 12.28% |
| 5 Year | 21.65% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.12% | 21.34% |
| 3 Year | 17.31% | 25.2% |
| 5 Year | 16.58% | - |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.14% | 15.62% |
| Sharp | 1.2% | 0.81% |
| Beta | 0.96% | 1.12% |
| Alpha | -2.32% | 0.99% |
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 | 7.81 | 28.53 |
| Large Cap | 72.34 | 58.56 |
| Small Cap | 11.66 | 9.24 |
| Mid Cap | 8.19 | 3.66 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6 | 28.53 |
| Consumer Cyclical | 80.03 | - |
| Industrials | 13.97 | - |
| Construction | - | 7.48 |
| Finance | - | 23.75 |
| Banks | - | 2.93 |
| Realty | - | 5.91 |
| Power | - | 7.9 |
| Pharmaceuticals & Biotechnology | - | 3.66 |
| Metals & Minerals Trading | - | 7.99 |
| Auto Components | - | 3.13 |
| Insurance | - | 5.65 |
| Automobiles | - | 3.06 |
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