Tata Quant Fund vs UTI compare

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Tata Quant Fund-Regular Plan-Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹66 Cr	₹3334 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	2.4	1.96
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	-0.46%	-3.11%
6 Month	-12.89%	-16.39%
1 Year	5.29%	2.36%
3 Year	12.28%	19.83%
5 Year	7.46%	20.63%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-8.04%	-16.17%
3 Year	11.33%	17.14%
5 Year	-	21.76%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	18.99%	13.92%
3 Year	13.85%	15.53%
5 Year	7.67%	15.12%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.803%	15.812%
Sharp	0.445%	0.9%
Beta	-	-
Alpha	-	-

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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