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) ₹3478 Cr ₹309 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 1.93 2.39
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 -0.8% -3.39%
6 Month -10.71% -5.18%
1 Year 20.42% 18.08%
3 Year 24.38% 19.39%
5 Year 21.76% -

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 0.97% -0.43%
3 Year 24.38% 20.39%
5 Year 25.73% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.71% 25.14%
3 Year 15.14% 30.59%
5 Year 14.74% -

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.14% 17.3%
Sharp 1.69% 1.25%
Beta 0.94% 0.94%
Alpha -1.54% 12.45%

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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
Fund Manage 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 4.07 9.98
Small Cap 8.18 28.14
Mid Cap 14.49 5.88
Large Cap 73.25 55.99

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Quant ESG Equity Fund Regular - Growth

Others 4.07 9.98
Auto Components 18.94 -
Transport Services 8 -
Agricultural, Commercial & Construction Vehicles 2.04 -
Automobiles 57.44 -
Industrial Products 0.91 -
Transport Infrastructure 5.68 -
Retailing 2.38 7.83
Finance 0.42 11.77
Commercial Services & Supplies 0.11 0.99
Petroleum Products - 9.32
Insurance - 16.89
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Telecom - Services - 4.71
IT - Software - 0.88

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