Tata Quant Fund vs UTI compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹63 Cr ₹3435 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Jan 2020 01 Aug 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE 200 Nifty Transportation & Logistics TRI
Turn Over 349.61% 14%
Expense Ratio 2.38 1.91
Manager Sailesh Jain Sachin Trivedi
ISIN Code INF277K016Y9 INF789F01299
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -5.8% -6.47%
6 Month 6.7% -0.79%
1 Year 19.36% 32.78%
3 Year 12.26% 22.08%
5 Year - 22.33%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 16.8% 14.31%
3 Year 19.74% 28.6%
5 Year - 27.6%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 19.71% 13.71%
3 Year 13.98% 15.14%
5 Year - 14.74%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 11.53% 14.14%
Sharp 0.68% 1.69%
Beta 0.8% 0.94%
Alpha -0.77% -1.54%

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Fund Managers

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Sailesh Jain Sachin Trivedi
Total AUM ₹17041 Cr ₹7301 Cr
Fund Manage 7 3
Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 7.06 6.08
Mid Cap 50.3 25.01
Large Cap 42.64 63.32
Small Cap - 5.59

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 2.91 6.01
Materials 1.22 -
Healthcare 17.39 -
Financial 13.42 0.9
Communication 13.41 -
Insurance 8.53 -
Consumer Discretionary 0.48 -
Consumer Staples 6.72 -
Capital Goods 0.27 3.3
Chemicals 8.88 -
Services 16.01 14.01
Automobile 5.76 74.8
Construction 3.57 -
Technology 0.81 -
Textiles 0.62 -
Energy - 0.1
Metals & Mining - 0.88

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