Quant Quantamental Fund Regular vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3334 Cr | ₹2122 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 20 Apr 2021 |
Category | Thematic Transportation | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Transportation & Logistics TRI | NIFTY 200 TRI |
Turn Over | 14% | % |
Expense Ratio | 1.96 | 2 |
Manager | Sachin Trivedi | Sanjeev Sharma |
ISIN Code | INF789F01299 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -3.11% | -5.83% |
6 Month | -16.39% | -19.49% |
1 Year | 2.36% | -5.71% |
3 Year | 19.83% | 22.59% |
5 Year | 20.63% | - |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.17% | -22.06% |
3 Year | 17.14% | 16.57% |
5 Year | 21.76% | - |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 13.92% | 27.76% |
3 Year | 15.53% | 31.29% |
5 Year | 15.12% | - |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.812% | 17.328% |
Sharp | 0.9% | 0.966% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 4.07 | 17.86 |
Small Cap | 8.18 | 9.5 |
Mid Cap | 14.49 | 2.86 |
Large Cap | 73.25 | 69.79 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 4.07 | 17.86 |
Auto Components | 18.94 | 3.96 |
Transport Services | 8 | - |
Agricultural, Commercial & Construction Vehicles | 2.04 | - |
Automobiles | 57.44 | - |
Industrial Products | 0.91 | - |
Transport Infrastructure | 5.68 | - |
Retailing | 2.38 | - |
Finance | 0.42 | 13.99 |
Commercial Services & Supplies | 0.11 | - |
Petroleum Products | - | 8.87 |
Pharmaceuticals & Biotechnology | - | 4.72 |
Construction | - | 8.33 |
Diversified FMCG | - | 14.4 |
Cement & Cement Products | - | 1.02 |
Insurance | - | 11.99 |
Food Products | - | 5.51 |
Entertainment | - | 0.92 |
Power | - | 7.3 |
Beverages | - | 1.14 |
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