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Quant ESG Equity Fund Regular vs UTI compare

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

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3334 Cr ₹288 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jul 2005 05 Nov 2020
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI NIFTY 100 ESG TRI
Turn Over 14% %
Expense Ratio 1.96 2.42
Manager Sachin Trivedi Sanjeev Sharma
ISIN Code INF789F01299 INF966L01AB8
Exits Load UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Quant ESG Equity 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-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
1 Month 5.42% 7.68%
6 Month -12.15% -13.65%
1 Year -0.33% 0.44%
3 Year 21.6% 13.08%
5 Year 28.92% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
6 Month -2.07% -1.5%
1 Year -14.96% -13.58%
3 Year 16.28% 13.52%
5 Year 20.48% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.92% 24.8%
3 Year 15.53% 29.82%
5 Year 15.12% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 16.395% 18.756%
Sharp 0.801% 0.643%
Beta - 1.112%
Alpha - 6.426%

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Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Name Sachin Trivedi Sanjeev Sharma
Total AUM ₹7301 Cr ₹39731 Cr
Funds Managed 3 22
UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant ESG Equity Fund Regular - Growth

Others 4.64 13.27
Large Cap 75.46 45.01
Small Cap 11.46 20.43
Mid Cap 8.44 21.29

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant ESG Equity Fund Regular - Growth

Others 4.64 13.27
Consumer Cyclical 79.46 6.97
Industrials 15.9 -
Energy - 9.56
Healthcare - 19.88
Financial Services - 32.57
Consumer Defensive - 8.79
Technology - 3.22
Utilities - 5.74

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