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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) | ₹10058 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 | 0.2% | 0.5% |
| 6 Month | 6.12% | 3.86% |
| 1 Year | 4.95% | -1.5% |
| 3 Year | 17.94% | 19.91% |
| 5 Year | 19.34% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.1% | 2.72% |
| 1 Year | 14.1% | 12.36% |
| 3 Year | 17.22% | 15.73% |
| 5 Year | 17.01% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.86% | 22.9% |
| 3 Year | 14.39% | 22.76% |
| 5 Year | 13.55% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 20.002% |
| Sharp | 0.95% | 0.772% |
| Beta | 0.91% | 1.258% |
| Alpha | 2.08% | 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 | 3.35 | 23.8 |
| Large Cap | 66.48 | 51.87 |
| Small Cap | 15.22 | 17.18 |
| Mid Cap | 14.95 | 7.16 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.18 | 14.39 |
| Energy | 5.58 | 2.97 |
| Utilities | 2.67 | 19.34 |
| Technology | 10.08 | 1.49 |
| Consumer Cyclical | 14.24 | 1.37 |
| Basic Materials | 6.5 | 1.29 |
| Consumer Defensive | 2.22 | 3.95 |
| Industrials | 6.27 | 12.81 |
| Financial Services | 33.49 | 33.01 |
| Healthcare | 7.86 | 7.51 |
| Communication Services | 7.71 | 1.87 |
| Real Estate | 2.21 | - |
Top Comparisons
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