Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Quant Value Fund Regular vs UTI Value Fund compare

Link copied to clipboard!

tortoise-icon UTI Value Fund- Regular Plan - Growth Option

Invest Now

tortoise-icon Quant Value Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.24% 3.55%
6 Month -6.74% -10.73%
1 Year 15.63% -4.32%
3 Year 17.31% 18.41%
5 Year 25.91% -

SIP Return Analysis

Scheme Name UTI Value Fund- Regular Plan - Growth Option Quant Value Fund Regular - Growth
6 Month -1.04% -3.15%
1 Year -4.34% -17.45%
3 Year 17.97% 19.07%
5 Year 18.53% -

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 0.64% 0.772%
Beta 0.93% 1.258%
Alpha 2.62% 5.32%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.16%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns7.02%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns19.87%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns17.96%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

PGIM India Retirement Fund - Regular (G) PGIM India Retirement Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns6.99%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.18%

Compare Now
Add to Cart Successfully