Tata Quant Fund vs UTI compare
Tata Quant Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| 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) | ₹68 Cr | ₹3478 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jan 2020 | 30 Jul 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 | 2.39 | 1.93 |
| Manager | Sailesh Jain | Sachin Trivedi |
| ISIN Code | INF277K016Y9 | INF789F01299 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -5.97% | -3.33% |
| 6 Month | -8.23% | -11.72% |
| 1 Year | 6.16% | 12.78% |
| 3 Year | 11.04% | 20.39% |
| 5 Year | - | 20.12% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.75% | -4.59% |
| 3 Year | 12.23% | 22.24% |
| 5 Year | - | 24.35% |
| 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% |
| 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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| 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 |
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 8.31 | 4.07 |
| Mid Cap | 23.75 | 14.49 |
| Large Cap | 68.07 | 73.25 |
| Small Cap | - | 8.18 |
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 8.31 | 4.07 |
| Industrial Products | 5.85 | 0.91 |
| Cement & Cement Products | 15.83 | - |
| Construction | 2.43 | - |
| Finance | 9.89 | 0.42 |
| Consumer Durables | 2.61 | - |
| Petroleum Products | 7.53 | - |
| Pharmaceuticals & Biotechnology | 4.67 | - |
| Aerospace & Defense | 0.9 | - |
| Transport Services | 4.29 | 8 |
| Oil | 2.71 | - |
| Banks | 2.48 | - |
| Food Products | 5.22 | - |
| Chemicals & Petrochemicals | 8.1 | - |
| Diversified | 2.61 | - |
| Automobiles | 5.02 | 57.44 |
| Realty | 5.15 | - |
| Transport Infrastructure | 4.91 | 5.68 |
| Auto Components | 1.62 | 18.94 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Retailing | - | 2.38 |
| Commercial Services & Supplies | - | 0.11 |
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