Quant ESG Equity Fund Regular vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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 | 4.44% | 6.81% |
6 Month | -20.09% | -19.22% |
1 Year | -1.46% | -1.78% |
3 Year | 21.89% | 13.51% |
5 Year | 32.11% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -7.12% | -9.38% |
1 Year | -20.15% | -21.73% |
3 Year | 15.22% | 11.48% |
5 Year | 20.25% | - |
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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