Quant ESG Equity Fund Regular vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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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 Risk	Very High Risk
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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
1 Month	-3.11%	-6.53%
6 Month	-16.39%	-20.47%
1 Year	2.36%	-4.77%
3 Year	19.83%	17.03%
5 Year	20.63%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
6 Month	-	-
1 Year	-16.17%	-19.33%
3 Year	17.14%	12.48%
5 Year	21.76%	-

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%	-

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Quant ESG Equity Fund Regular - Growth
Standard Deviation	15.812%	18.756%
Sharp	0.9%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

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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

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

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