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UTI Value Fund vs Quant Value Fund Regular compare
UTI Value Fund- Regular Plan - Growth Option
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9899 Cr | ₹1776 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Jul 2005 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 28% | % |
| Expense Ratio | 1.82 | 1.99 |
| Manager | Amit Kumar Premchandani | Sanjeev Sharma |
| ISIN Code | INF789F01AG5 | INF966L01AQ6 |
| Exits Load | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value 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 Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.5% | -2.83% |
| 6 Month | 9.71% | 10.28% |
| 1 Year | 1.21% | -10.86% |
| 3 Year | 18.23% | 23.2% |
| 5 Year | 21.8% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.02% | 2.39% |
| 1 Year | 3.49% | -2.26% |
| 3 Year | 17.14% | 16.26% |
| 5 Year | 17.25% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.04% | 24.06% |
| 3 Year | 14.19% | 24.28% |
| 5 Year | 13.49% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 20.002% |
| Sharp | 1.03% | 0.772% |
| Beta | 0.9% | 1.258% |
| Alpha | 2.65% | 5.32% |
Fund Managers
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Amit Kumar Premchandani | Sanjeev Sharma |
| Total AUM | ₹13572 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 2.58 | 11.99 |
| Large Cap | 66.05 | 53.63 |
| Small Cap | 15.39 | 27.71 |
| Mid Cap | 15.99 | 6.67 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 0.87 | 8.57 |
| Energy | 5.52 | 2.88 |
| Utilities | 2.69 | 15.77 |
| Technology | 10.15 | 1.52 |
| Consumer Cyclical | 13.85 | 2.5 |
| Basic Materials | 8.17 | 4.33 |
| Consumer Defensive | 2.38 | 3.42 |
| Industrials | 6.16 | 12.16 |
| Financial Services | 33.57 | 39.55 |
| Healthcare | 8.23 | 7.45 |
| Communication Services | 7.07 | 1.85 |
| Real Estate | 1.35 | - |
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