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Nippon India Quant Fund vs UTI compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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