Nippon India Quant Fund vs UTI compare
Nippon India Quant Fund -Growth Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹89 Cr | ₹3334 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Apr 2008 | 30 Jul 2005 |
Category | Other Themes | Thematic Transportation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | Nifty Transportation & Logistics TRI |
Turn Over | 119% | 14% |
Expense Ratio | 0.97 | 1.96 |
Manager | Ashutosh Bhargava | Sachin Trivedi |
ISIN Code | INF204K01760 | INF789F01299 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 6.17% | 4.07% |
6 Month | -10.96% | -20.38% |
1 Year | 4.84% | -2.02% |
3 Year | 16.95% | 21.14% |
5 Year | 26.86% | 32.58% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -3.03% | -7.12% |
1 Year | -5.57% | -20.15% |
3 Year | 19.08% | 15.22% |
5 Year | 20.19% | 20.25% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 12.69% | 13.92% |
3 Year | 11.28% | 15.53% |
5 Year | 11.71% | 15.12% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 13.02% | 16.395% |
Sharp | 0.71% | 0.801% |
Beta | 1% | - |
Alpha | 4.03% | - |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Name | Ashutosh Bhargava | Sachin Trivedi |
Total AUM | ₹121448 Cr | ₹7301 Cr |
Funds Managed | 12 | 3 |
Nippon India Quant Fund -Growth Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 4.03 | 4.64 |
Large Cap | 80.09 | 75.46 |
Mid Cap | 15.88 | 8.44 |
Small Cap | 0 | 11.46 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 1.59 | 4.64 |
Energy | 4.39 | - |
Technology | 14.22 | - |
Industrials | 9.09 | 15.9 |
Financial Services | 34.44 | - |
Basic Materials | 4.46 | - |
Healthcare | 6.8 | - |
Real Estate | 1.62 | - |
Consumer Cyclical | 12.52 | 79.46 |
Consumer Defensive | 4.4 | - |
Communication Services | 4 | - |
Utilities | 2.45 | - |
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