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Quant Value Fund Regular vs UTI Value Fund compare
UTI Value Fund- Regular Plan - Growth Option
Quant Value Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9606 Cr | ₹1776 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Jul 2005 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 28% | % |
| Expense Ratio | 1.82 | 1.99 |
| Manager | Amit Kumar Premchandani | Sanjeev Sharma |
| ISIN Code | INF789F01AG5 | INF966L01AQ6 |
| Exits Load | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value 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 Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 5.84% | 5.49% |
| 6 Month | -12.06% | -19.77% |
| 1 Year | 15.09% | -3.45% |
| 3 Year | 17.04% | 20.46% |
| 5 Year | 27.22% | - |
SIP Return Analysis
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.37% | -9.87% |
| 1 Year | -5.13% | -24.05% |
| 3 Year | 18.18% | 17.92% |
| 5 Year | 18.95% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.34% | 30.49% |
| 3 Year | 13.88% | 24.4% |
| 5 Year | 13.37% | - |
Risk Management
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.09% | 20.002% |
| Sharp | 0.65% | 0.772% |
| Beta | 0.94% | 1.258% |
| Alpha | 2.73% | 5.32% |
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Fund Managers
| Scheme Name | UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Amit Kumar Premchandani | Sanjeev Sharma |
| Total AUM | ₹13572 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| UTI Value Fund- Regular Plan - Growth Option | Quant Value Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 0.94 | 13.11 |
| Large Cap | 67.71 | 51.08 |
| Small Cap | 13.24 | 28.92 |
| Mid Cap | 18.1 | 6.9 |
Sector Allocation
| Scheme Name |
UTI Value Fund- Regular Plan - Growth Option |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 0.57 | 13.11 |
| Communication Services | 6.49 | 2.03 |
| Energy | 5.65 | 10.14 |
| Utilities | 2.6 | 8.17 |
| Technology | 11.65 | 1.74 |
| Basic Materials | 9.82 | 9.82 |
| Consumer Defensive | 3.37 | 12.07 |
| Industrials | 4.94 | 7.68 |
| Consumer Cyclical | 11.83 | 4.87 |
| Healthcare | 7.88 | 4.06 |
| Financial Services | 33.72 | 26.31 |
| Real Estate | 1.47 | - |
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