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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) | ₹10135 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 | -0.53% | -1.82% |
| 6 Month | 1.18% | -0.97% |
| 1 Year | 5.56% | -1.21% |
| 3 Year | 18.22% | 19.11% |
| 5 Year | 17.72% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.67% | 1.91% |
| 1 Year | 12.56% | 9.93% |
| 3 Year | 16.14% | 13.9% |
| 5 Year | 16.44% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.84% | 22.9% |
| 3 Year | 14.45% | 22.76% |
| 5 Year | 13.57% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 20.002% |
| Sharp | 0.92% | 0.772% |
| Beta | 0.91% | 1.258% |
| Alpha | 2.4% | 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 | 34.52 |
| Large Cap | 65.88 | 42.26 |
| Small Cap | 15.05 | 15.95 |
| Mid Cap | 16.07 | 7.27 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 1.02 | 16.83 |
| Energy | 5.58 | 2.74 |
| Utilities | 2.54 | 18.31 |
| Technology | 10.42 | 1.42 |
| Consumer Cyclical | 13.76 | 1.34 |
| Basic Materials | 4.06 | 1.17 |
| Consumer Defensive | 2.99 | 3.81 |
| Industrials | 6.59 | 12.13 |
| Financial Services | 34.97 | 32.91 |
| Healthcare | 7.94 | 7.49 |
| Communication Services | 7.61 | 1.85 |
| Real Estate | 2.5 | - |
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