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 2.48% -0.51%
6 Month 23.86% 23.56%
1 Year 35.04% 57.19%
3 Year 16.51% 33.46%
5 Year - 27.76%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 13.63% 29.95%
3 Year 32.14% 70.77%
5 Year 45% 121.33%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 19.42% 13.7%
3 Year 13.96% 15.21%
5 Year - 14.71%

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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